United States Fixed income Assets Management Industry - Growth, Trends, COVID-19 Impact, and Forecasts (2021 - 2026)

The United States Fixed Income Assets Management Industry is segmented based on the source of funds (Pension funds, Insurance Companies, Retail Investors, Institutional Investors, and Others), and by type of asset management firms - Growth, Trends, and Forecast (2020-2025).

Market Snapshot

United States Fixed income Assets Management Industry (2020-2025)
Study Period: 2016 - 2026
Base Year: 2020
CAGR: 1.5 %

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Market Overview

2019 was the year where everything went right for fixed income in the United States. The Federal Reserve (Fed) reverted to easing mode, government bond yields collapsed, credit spreads narrowed and overseas demand for US assets was insatiable. For 2020, it is a little more nuanced.  Government bond yields are almost half what they were in late 2018. Credit spreads - across both high yield and investment-grade – are approaching multi-year lows.

The increased global stock of negative-yielding debt, which peaked at $17 trillion in 2019, has driven the disconnect between valuations and fundamentals. 

Scope of the Report

An understanding of the United States Fixed income Assets Management industry, regulatory environment, asset managers and their business models, along with detailed market segmentation, product types, current market trends, changes in market dynamics, and growth opportunities. In-depth analysis of the market size and forecast for the various segments.

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Key Market Trends

Distribution of US Fixed Income Assets - By Investment Style

The concept of index investing in fixed income is not as well established as in equities in United States. Most US fixed income assets (74%) are not managed by asset managers including those held by individuals, insurance companies, official institutions, etc. The remainder is managed in the sense that active managers, index managers, hedge funds, and others manage these assets with the objective of either tracking or outperforming an index. The below infographic showcases approximately $40 trillion US fixed income market broken down by investment category.

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United States Treasury Securities Performance Insights

A number of features contribute to the U.S. Treasury market’s role as a benchmark. Treasuries are backed by the full faith and credit of the U.S. government and are therefore considered to be free of default risk. The creditworthiness and supply of Treasury securities have resulted in a highly liquid round-the-clock secondary market with high levels of trading activity and narrow bid-ask spreads. An infographic presenting the market yield on 10-year Treasury securities over the years is presented below.

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Competitive Landscape

The report includes an overview of asset managers operating across the United States. We wish to present detailed profiling of a few major companies which cover their product offerings, regulations governing them, their headquarters and financial performance. Currently, some of the major players dominating the market are listed below.

Table of Contents

  1. 1. INTRODUCTION

    1. 1.1 Study Deliverables

    2. 1.2 Study Assumptions

    3. 1.3 Scope of the Study

  2. 2. RESEARCH METHODOLOGY

  3. 3. EXECUTIVE SUMMARY

  4. 4. MARKET DYNAMICS

    1. 4.1 Market Overview

    2. 4.2 Insights on ESG Investing And Green Bonds

    3. 4.3 Technology Role in Client Relationship Management and In Way of Doing Business

    4. 4.4 Industry Policies And Government Regulations

    5. 4.5 Market Drivers

    6. 4.6 Market Restraints

    7. 4.7 Value Chain / Supply Chain Analysis

    8. 4.8 Porters 5 Force Analysis

      1. 4.8.1 Threat of New Entrants

      2. 4.8.2 Bargaining Power of Buyers/Consumers

      3. 4.8.3 Bargaining Power of Suppliers

      4. 4.8.4 Threat of Substitute Products

      5. 4.8.5 Intensity of Competitive Rivalry

    9. 4.9 Impact of COVID-19 on the Market

  5. 5. MARKET SEGMENTATION

    1. 5.1 By Source of Funds

      1. 5.1.1 Pension Funds and Insurance Companies

      2. 5.1.2 Retail Investors

      3. 5.1.3 Institutional Investors

      4. 5.1.4 Government/Sovereign Wealth Fund

      5. 5.1.5 Others

    2. 5.2 Type of Asset Management Firms

      1. 5.2.1 Large financial institutions/Bulge bracket banks

      2. 5.2.2 Mutual Funds ETFs

      3. 5.2.3 Private Equity and Venture Capital

      4. 5.2.4 Fixed Income Funds

      5. 5.2.5 Managed Pension Funds

      6. 5.2.6 Others

  6. 6. COMPETITIVE LANDSCAPE

    1. 6.1 Market Competition Overview (Market Concentration And M&A Deals)

    2. 6.2 Company Profiles

      1. 6.2.1 The Vanguard Group

      2. 6.2.2 Pimco Funds

      3. 6.2.3 Franklin Distributors Inc

      4. 6.2.4 Fidelity Distributors Corp.

      5. 6.2.5 American Funds Investment Co.

      6. 6.2.6 Putnam Investments LLC

      7. 6.2.7 Oppenheimer Funds Inc

      8. 6.2.8 Scudder Investments

      9. 6.2.9 Evergreen Investments

      10. 6.2.10 Dreyfus Corp

      11. 6.2.11 Federated Investors Inc

      12. 6.2.12 T. Rowe Price Group*

  7. 7. MARKET OPPORTUNITIES AND FUTURE TRENDS

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Frequently Asked Questions

The United States Fixed income Assets Management Industry market is studied from 2016 - 2026.

The United States Fixed income Assets Management Industry is growing at a CAGR of 1.5% over the next 5 years.

The Vanguard Group, PIMCO, Franklin Templeton Distributors Inc., Putnam Investments LLC, Oppenheimer Funds Inc. are the major companies operating in United States Fixed income Assets Management Industry.

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