Fixed Income: Stay safe and have a great return

Without taking a view on the future direction, one can conclude that the opportunity set in Fixed Income is offering attractive risk/reward again for balanced portfolios. One way of measuring just that is to look at the three month risk-free rate in relation to the OMX30 dividend yield. Another way is to look at risk premia, where certain strategies have expected 12 month returns >15%, with a target volatility in parity with a global bond index.