Stay on top of all the latest moves on global bond markets with our weekly Bond Bulletin.
Over the summer, fixed income investors kept an eye on the Federal Reserve, which appears set to cut interest rates during its September policy meeting. In this week’s Bond Bulletin we discuss what may drive the ultimate decision.
Second quarter European corporate earnings have generally held up well, but it’s no longer a case of all boats being lifted by a rising tide, with some sectors faring better than others.
Recent big, broad-based and macro-driven moves in the bond market have subsequently normalised. We revisit our macroeconomic base case and identify the key drivers investors should watch in the coming weeks.
Find out how we’re positioning our global fixed income and emerging market debt portfolios, based on our latest quarterly economic and market views.
Keep track of the biggest economic and market developments with our fixed income chart pack and six-monthly investment outlook.
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