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Bitesize bond views

Stay on top of all the latest moves on global bond markets with our weekly Bond Bulletin.

28-11-2024

Giving thanks for attractive EM debt valuations

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.

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21-11-2024

Dollar Dilemma – Weighing up the dollar rally

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.

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14-11-2024

US Corporates Making The (Investment) Grade

The outlook for the US investment grade (IG) credit market is clearer following last week's US election, but some uncertainties remain.

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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

  • Macro perspectives
  • Asset class themes
Macro perspectives

Keep track of the biggest economic and market developments with our fixed income chart pack and six-monthly investment outlook.

Asset class themes

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  • Fixed Income