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Principal Asset Management - Wed, 04/19/2023 - 11:38

Quarterly fixed income perspectives: looking ahead to 2Q 2023


Economic turning points

With the first quarter of 2023 behind us, some economic tides are starting to turn.

1. After a year of aggressive central bank tightening, the peak policy rate for the cycle is likely on the near-term horizon, which has important implications for fixed income investors.

2. Historically, a pause in the hiking cycle marks a turning point in duration, creating a tailwind for fixed income.

3. As peak policy rates come into focus, risk assets may enjoy a relief rally initially, but spreads are likely to come under renewed pressure later in the year as recession fears grow.


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Principal Asset Management

With public and private market capabilities across all asset classes, Principal Asset ManagementSM and its specialist investment teams are focused on harnessing the potential of every opportunity to secure an advantage for its clients.

The 27th largest manager of worldwide institutional assets under management of 434 managers profile, Principal Asset Management applies local insights with global perspectives to identify compelling investment opportunities and deliver distinctive solutions aligned with client objectives.1

Principal Asset Management is the global investment management business for Principal Financial Group®  (Nasdaq: PFG), managing $553.1 billion in assets and recognized as one of the “Best Places to Work in Money Management” for 12 consecutive years.2,3

Learn more at PrincipalAM.com.

1 Managers ranked by total worldwide institutional assets as of December 31, 2022. Pensions & Investments, “Largest Money Managers,” June 2023. 
2 Principal Asset Management AUM as of June 30, 2024. 
3 Pensions & Investments, “The Best Places to Work in Money Management” among companies with 1,000 or more employees, December 2023. 
Principal Asset ManagementSM is a trade name of Principal Global Investors, LLC.

Edward Kakenmaster  
Managing Director, Insurance Sales & Relationship Management  
Kekenmaster.Edward@principal.com  
+1.515.878.1334

711 High Street  
Des Moines, Iowa 50392

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