Author: Just Summit Editorial Team
Source: Morgan Stanley
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June brought volatility, but fixed income markets showed resilience as investors continued to seek income and stability.
That demand has helped support credit and securitized sectors, even as valuations remain tight across much of the market.
With dispersion rising, selectivity matters more, and we see opportunities where fundamentals are stronger and spreads still offer compensation.
At the same time, investors should stay mindful of interest-rate risk, credit risk, and liquidity conditions that can change quickly in a shifting market backdrop.
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