This is a Fixed Income Moment

2025 has been anything but predictable. Shifts in Washington are stirring both optimism and skepticism, while markets adjust to a new level of uncertainty. Institutional investors, buoyed by surging asset prices and an ever-expanding menu of investment alternatives are in both enviable and challenging positions: Corporate and public DB plan funding levels are hitting new highs and insurers have strengthened their surpluses, DC plans are prepping for growing retiree populations and the inclusion of private markets and foundations and endowments are navigating a shifting landscape.

This is a fixed income moment. Safety, liquidity, diversification, and income remain timeless virtues, but in 2025, their relevance has taken on new urgency for institutional investors. Fixed income managers who move now to reframe these benefits in today’s terms can take charge of the client conversation. Consider:

• ‘Giving liquidity’ via privates has become a mainstream topic creating the opportunity for ‘relative liquidity’ discussions for managers of both public and private fixed income.

• The move away from global central bank synchronization shines a spotlight on the diversifying benefits of developed and emerging markets debt exposures.

• Shifting dynamics across corporate and structured credit markets opens the door for investors to achieve both income and diversification benefits.

Fixed income is a problem-solving asset class. A generic market outlook or pitch deck won’t cut it. Clients want strategy messaging tied directly to their needs and thought leadership that sparks dialogue that helps them solve their challenges—not just charts and commentary.

We’re working with managers to sharpen positioning, translate strengths into tangible client benefits, and develop content that drives engagement.

Solve client challenges with your fixed income expertise. If you’re ready to build stronger client bonds and grow your business, let’s talk.