Fixed income in motion: Navigating diversification and key market drivers | FTSE Russell Convenes

As global markets evolve, investors are reassessing traditional fixed income allocations and expanding their search for diversification opportunities beyond domestic markets. In this episode, Joyce Choi, Head of Institutional Product Strategy, Fixed Income ETFs @blackrock, explores the key trends shaping fixed income today, including the growing influence of thematic investment drivers such as artificial intelligence and commodities, rising interest in international and emerging market debt, and the increasing role of currency management in portfolio construction. The FTSE Russell Convenes series brings independent and unvarnished insights and opinions from experts at our World Investment Forum, including practitioners, investors, academics and LSEG colleagues. 0:00 International fixed income trends 4:13 EM interest and the gradient of exposures 6:45 Thematic trades: Economic drivers to consider 8:34 Product construction: To hedge or not to hedge? 11:54 The five-year fixed income outlook Watch the full series here: https://www.youtube.com/playlist?list=PLs_YjOh3pCYhWYxTL8mrJHDXck6LrXRy4 To listen on your preferred podcast platform go to https://pod.link/1702474602 Subscribe now for more videos like this one @LSEGplc If you have any questions about this episode, financial markets or the economy, please leave us a comment or email [email protected]. Follow FTSE Russell: https://twitter.com/ftserussell https://www.linkedin.com/company/ftse/ #FTSERussellConvenes #FixedIncome #ETFs LSEG (London Stock Exchange Group) is a diversified international markets infrastructure business —earning our clients’ trust for over 300 years. That legacy of customer-focused excellence ensures that you can rely on our expertise in capital formation, intellectual property and risk and balance sheet management. As global leaders in financial indexing, benchmarking and analytic services, we offer unrivalled access to international capital markets. Our high-performance technology solutions enable companies worldwide to access funds for growth and development. And with our Data & Analytics, Capital Markets and Post Trade divisions, we provide a comprehensive, integrated suite of trusted financial market infrastructure services that help our customers pursue—and achieve—their ambitions. That’s how we make a difference— ensuring people can meet their potential—worldwide. Follow us on LinkedIn (linkedin.com/company/london-stock-exchange-group) and Twitter (@LSEGplc).