- JPMorgan Asset Management portfolio manager Priya Misra says investors can earn a 6.5% yield in the highest-quality companies without moving down in credit quality.
- Misra positions fixed income as a diversified source of returns outside AI and tech exposure, citing Treasuries and credit outside AI.
- Misra says the JPMorgan Core Plus Bond Fund ETF has increased double-B and single-B exposure and recently added duration, expecting the rate move may be near its end.
- BondBloxx co-founder Joanna Gallegos cites historically attractive yields across debt markets and strong corporate fundamentals.
- The JPMorgan Core Plus Bond Fund ETF is down more than 5% year to date as of Friday's close, according to FactSet.
Quotes
“There's a huge AI exposure”
“We like some investment grade.”
“The fundamentals of these corporations are so strong, and the economy continues to grow”