Stay on top of all the latest moves on global bond markets with our weekly Bond Bulletin.
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.
Against a strong fundamental and technical backdrop, European high yield spreads are now at the tighter end of their historical range. This week’s Bond Bulletin explains why the discount to US high yield spreads, elevated all-in yields and substantial breakevens continue to make the asset class attractive.
With geopolitics still at the fore for bond investors, we assess what political instability in France means for the country’s growing fiscal burden and ask where investors can find relative value elsewhere in Europe.
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.
Imagery: Getty Images
0908222012141434