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Curious about the future of monetary policy, government debt and credit markets? Watch our latest video on the outlook for global fixed income markets in the coming year.
The last five years have been full of surprises. In their Bulletin, the Broad Markets Fixed Income Team reviews the past month and looks ahead to 2025.
How will bond markets decipher the true state of economy and the scale of the incoming administration's polies? The Broad Market Fixed Income Team explores.
What do changes in the global economy and policy uncertainty mean for fixed income markets in 2025? In our latest video, we discuss how these factors may influence markets and the steps we’re taking to navigate rising complexity in the upcoming year.
In his November video bulletin, Chief Investment officer Michael Kushma shares his thoughts on where fixed income markets may be heading now that the US presidential election has passed. Watch to find out why he’s focused on three key themes: Trumponomics 2.0, steepening yield curves and areas of opportunity for fixed income investors.
The Broad Markets Fixed Income Team explores the implications of the U.S. elections for bond investors.
Is market optimism about rates too high? Find out why high volatility potential and tight spreads are making us choosier about bonds.
The Broad Markets Fixed Income Team explores the impact of the Fed's Sepember rate cuts for fixed income investors.
When the Fed says "cut," investors ask "How deep?" Find out where we stand on current rate forecasts, plus our outlook for the credit market and the US dollar.
Fixed income put in another solid performance in August despite unprecedented volatility in the first two weeks. The Broad Markets Fixed Income Team explores.
Explore the latest expectations for Fed rate cuts, reasons to closely watch the US elections, and why we continue to favor short-duration credit.
Despite central bank’s reluctance to pre-commit to policy paths, bond investors’ optimism has increased. The Broad Market Fixed Income Team explores.
Co-Head of Broad Markets Fixed Income Vishal Khanduja discusses the probability for a U.S. soft landing, the heightened political uncertainty and how investors should think about positioning for volatility.
June was a mixed month for fixed income. Lower US yields were supported by weaker-than-expected inflation and increased market expectations of further rate cuts.What was the impact on fixed income markets? The Broad Markets Fixed Income team explains.
The market is pricing in rate cuts for the U.S., as global central banks move to ease policy. But are investors getting ahead of themselves? The Federal Reserve remains cautious, and hard data suggests rate-cut delays – not cuts. Will markets reassess their views? Will the Fed change tact? And will rate uncertainty affect opportunities within global fixed income?
Despite still high levels of growth and inflation (relative to targets), bond investors have become optimistic about future Fed policy. What is the impact on fixed income markets? The Broad Markets Fixed Income team explains.
The shift in expectations for rate cuts was felt across the world as yields rose in both the developed and emerging markets. The Broad Markets Fixed Income Team explores the impact on investors.
Bonds seem to be much more attractive now than they were in early January. The Broad Markets Fixed Income Team explains.
Yields were broadly higher across the globe in February, as market participants recalibrated their expectations for rate cuts this year. The Broad Markets Fixed Income Team explores the impact on markets.
After the bond market’s stunning fourth quarter performance it was not much of a surprise that bond yields went up. Where do they go from here? The Broad Market Fixed Income Team explores.
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