Stay on top of all the latest moves on global bond markets with our weekly Bond Bulletin.
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.
As US investors tuck into Thanksgiving turkey, markets are digesting President-elect Trump’s intention to introduce trade tariffs on some of the US’ biggest trading partners. We explore the potential impact on emerging market (EM) rates and local currencies.
While the fundamentals support a strong dollar, the question remains: has the rally been overdone? As investors, it is crucial to weigh the potential for further gains against risks of a pullback, considering the broader global economic dynamics and the sustainability of current US policy trajectories.
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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