Central banks – Not so central at the moment
As the US presidential inauguration approaches, we look at how the market may react to policy actions, keeping in mind that the potential for implementing policy differs from the reality of executing it.
Bitesize bond views
Stay on top of all the latest moves on global bond markets with our weekly Bond Bulletin.
As the US presidential inauguration approaches, we look at how the market may react to policy actions, keeping in mind that the potential for implementing policy differs from the reality of executing it.
As the new year kicks off, investment grade (IG) corporates are straight back to business with the first week of January boasting the highest day on record for EUR and GBP issuance. We explore the key drivers behind the investment grade credit markets and what we expect to see from the asset class in 2025.
2024 provided active managers an opportunity to show off their moves. Central banks lacked rhythm, geopolitics caused missteps, but investors, governments and companies all wanted to join the party. We look back at 2024 and discuss what is in the spotlight for 2025.
Portfolio positioning analysis
Find out how we’re positioning our global fixed income and emerging market debt portfolios, based on our latest quarterly economic and market views.
Macro and thematic research
Keep track of the biggest economic and market developments with our fixed income chart pack and six-monthly investment outlook.
Imagery: Getty Images
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