2018 Fixed Income Manager Survey

March 7, 2018

Managers within SEI’s U.S. fixed-income strategies shared their high-level market expectations for 2018.

  • Managers within SEI’s U.S. fixed-income strategies responded to a survey regarding economic fundamentals and high-level market expectations for the 2018 calendar year.
  • All respondents expect interest rates across the globe to either rise or stay the same in 2018. Even those with the lowest projections anticipate that short- and long-term U.S. Treasury rates will climb from their year-end 2017 levels.
  • Most managers point to political headwinds as the greatest potential risk across countries and regions in the coming year.

At the end of last year, we polled 15 sub-advisors within our U.S. investment-grade fixed-income strategies about economic fundamentals and high-level market expectations for the 2018 calendar year. These managers, who have global footprints and assets under management ranging from just over $100 billion to more than $1 trillion, all responded similarly to questions regarding interest-rate movements and sources of risk in the coming year. Their answers diverged when it came to other topics, such as inflation, economic growth and market movements.

Read the results of our survey.