Bonds Are Forever (Part 2): Fixed Income Strategies for Today’s Uncertain Markets

Bonds Are Forever (Part 2): Fixed Income Strategies for Today’s Uncertain Markets

Bonds Are Forever (Part 2): Fixed Income Strategies for Today’s Uncertain Markets

Bonds Are Forever (Part 2): Fixed Income Strategies for Today’s Uncertain Markets

Bonds Are Forever (Part 2): Fixed Income Strategies for Today’s Uncertain Markets

Oct 15, 2025

📢We are delighted to share an insightful article by Sanjay Guglani, Founder and CIO of Silverdale Funds, titled “𝗕𝗼𝗻𝗱𝘀 𝗮𝗿𝗲 𝗙𝗼𝗿𝗲𝘃𝗲𝗿: 𝗣𝗮𝗿𝘁 𝟮” in ICAI Singapore Chapter Namaskar H1 2025. This sequel builds on same titled article in Namaskar H1 2024, to render practical strategies for generating superior risk-adjusted returns, whether you are individual investor or corporate treasurer.

In today’s environment of heightened uncertainty, bonds present a compelling opportunity for investors, providing stability, income, and resilience.

🔍 𝗞𝗲𝘆 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗮𝗿𝘁𝗶𝗰𝗹𝗲 𝗶𝗻𝗰𝗹𝘂𝗱𝗲:
* How macroeconomic tailwinds present a rare opportunity to lock in elevated income
* The role of prudent leverage in enhancing portfolio diversification and returns
* Currency hedging strategies that deliver 2–3x higher returns than local risk-free rates
* Why Fixed Maturity Portfolios (FMPs) are ideal for capturing high yields with pre-defined outcomes

💡Whether you're seeking income certainty, portfolio resilience, or long-term growth, this article is a must-read.

📖 👉 https://lnkd.in/gY8S_sm5

For any inquiries, please reach out to us at [email protected].

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© 2025 Silverdale Capital Pte Ltd. All rights reserved.

*Source: Silverdale Capital, as of 31 May 2025.

This material is distributed in Singapore by Silverdale Capital Pte Ltd (Company Registration No. 200820921K), which is licensed and regulated by the Monetary Authority of Singapore (MAS) under a Capital Markets Services Licence. This publication or website content has not been reviewed by the MAS.

All investments carry risk. Historical performance is not necessarily indicative of future returns. Forward-looking statements or projections are not guarantees and may not be realised. Any reliance on the information presented is at the discretion of the reader. Overseas investments may entail additional risks such as currency fluctuations, reduced market liquidity, weaker regulatory protections, and heightened political or economic instability. Fixed income securities may be affected by interest rate movements and credit events. As interest rates rise, bond prices typically decline. Credit risk arises if issuers are unable to meet interest or principal repayments.

This material is provided for general informational purposes only and does not constitute investment advice, research, an offer, or a solicitation to transact in any financial product. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual. While the content is based on information believed to be reliable, Silverdale Capital makes no representations or warranties as to its completeness or accuracy. Any index references are for illustrative purposes only; direct investment in an index is not possible. Mentions of specific companies are for example purposes only and do not constitute a recommendation or opinion on their investment merits.

© 2025 Silverdale Capital Pte Ltd. All rights reserved.

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Sign up to receive insights and analysis from Silverdale Funds

© 2025 Silverdale Capital Pte Ltd. All rights reserved.

*Source: Silverdale Capital, as of 31 May 2025.

This material is distributed in Singapore by Silverdale Capital Pte Ltd (Company Registration No. 200820921K), which is licensed and regulated by the Monetary Authority of Singapore (MAS) under a Capital Markets Services Licence. This publication or website content has not been reviewed by the MAS.

All investments carry risk. Historical performance is not necessarily indicative of future returns. Forward-looking statements or projections are not guarantees and may not be realised. Any reliance on the information presented is at the discretion of the reader. Overseas investments may entail additional risks such as currency fluctuations, reduced market liquidity, weaker regulatory protections, and heightened political or economic instability. Fixed income securities may be affected by interest rate movements and credit events. As interest rates rise, bond prices typically decline. Credit risk arises if issuers are unable to meet interest or principal repayments.

This material is provided for general informational purposes only and does not constitute investment advice, research, an offer, or a solicitation to transact in any financial product. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual. While the content is based on information believed to be reliable, Silverdale Capital makes no representations or warranties as to its completeness or accuracy. Any index references are for illustrative purposes only; direct investment in an index is not possible. Mentions of specific companies are for example purposes only and do not constitute a recommendation or opinion on their investment merits.

© 2025 Silverdale Capital Pte Ltd. All rights reserved.

Connecting the Dots.

Sign up to receive insights and analysis from Silverdale Funds

© 2025 Silverdale Capital Pte Ltd. All rights reserved.

*Source: Silverdale Capital, as of 31 May 2025.

This material is distributed in Singapore by Silverdale Capital Pte Ltd (Company Registration No. 200820921K), which is licensed and regulated by the Monetary Authority of Singapore (MAS) under a Capital Markets Services Licence. This publication or website content has not been reviewed by the MAS.

All investments carry risk. Historical performance is not necessarily indicative of future returns. Forward-looking statements or projections are not guarantees and may not be realised. Any reliance on the information presented is at the discretion of the reader. Overseas investments may entail additional risks such as currency fluctuations, reduced market liquidity, weaker regulatory protections, and heightened political or economic instability. Fixed income securities may be affected by interest rate movements and credit events. As interest rates rise, bond prices typically decline. Credit risk arises if issuers are unable to meet interest or principal repayments.

This material is provided for general informational purposes only and does not constitute investment advice, research, an offer, or a solicitation to transact in any financial product. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual. While the content is based on information believed to be reliable, Silverdale Capital makes no representations or warranties as to its completeness or accuracy. Any index references are for illustrative purposes only; direct investment in an index is not possible. Mentions of specific companies are for example purposes only and do not constitute a recommendation or opinion on their investment merits.

© 2025 Silverdale Capital Pte Ltd. All rights reserved.

Connecting the Dots.

Sign up to receive insights and analysis from Silverdale Funds

© 2025 Silverdale Capital Pte Ltd. All rights reserved.

*Source: Silverdale Capital, as of 31 May 2025.

This material is distributed in Singapore by Silverdale Capital Pte Ltd (Company Registration No. 200820921K), which is licensed and regulated by the Monetary Authority of Singapore (MAS) under a Capital Markets Services Licence. This publication or website content has not been reviewed by the MAS.

All investments carry risk. Historical performance is not necessarily indicative of future returns. Forward-looking statements or projections are not guarantees and may not be realised. Any reliance on the information presented is at the discretion of the reader. Overseas investments may entail additional risks such as currency fluctuations, reduced market liquidity, weaker regulatory protections, and heightened political or economic instability. Fixed income securities may be affected by interest rate movements and credit events. As interest rates rise, bond prices typically decline. Credit risk arises if issuers are unable to meet interest or principal repayments.

This material is provided for general informational purposes only and does not constitute investment advice, research, an offer, or a solicitation to transact in any financial product. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual. While the content is based on information believed to be reliable, Silverdale Capital makes no representations or warranties as to its completeness or accuracy. Any index references are for illustrative purposes only; direct investment in an index is not possible. Mentions of specific companies are for example purposes only and do not constitute a recommendation or opinion on their investment merits.

© 2025 Silverdale Capital Pte Ltd. All rights reserved.

Connecting the Dots.

Sign up to receive insights and analysis from Silverdale Funds

© 2025 Silverdale Capital Pte Ltd. All rights reserved.

*Source: Silverdale Capital, as of 31 May 2025.

This material is distributed in Singapore by Silverdale Capital Pte Ltd (Company Registration No. 200820921K), which is licensed and regulated by the Monetary Authority of Singapore (MAS) under a Capital Markets Services Licence. This publication or website content has not been reviewed by the MAS.

All investments carry risk. Historical performance is not necessarily indicative of future returns. Forward-looking statements or projections are not guarantees and may not be realised. Any reliance on the information presented is at the discretion of the reader. Overseas investments may entail additional risks such as currency fluctuations, reduced market liquidity, weaker regulatory protections, and heightened political or economic instability. Fixed income securities may be affected by interest rate movements and credit events. As interest rates rise, bond prices typically decline. Credit risk arises if issuers are unable to meet interest or principal repayments.

This material is provided for general informational purposes only and does not constitute investment advice, research, an offer, or a solicitation to transact in any financial product. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual. While the content is based on information believed to be reliable, Silverdale Capital makes no representations or warranties as to its completeness or accuracy. Any index references are for illustrative purposes only; direct investment in an index is not possible. Mentions of specific companies are for example purposes only and do not constitute a recommendation or opinion on their investment merits.

© 2025 Silverdale Capital Pte Ltd. All rights reserved.