The State Street Bond Compass report provides insights into bond markets and investment opportunities for the upcoming quarter. Key highlights include:
• Investor sentiment remains cautious, with tepid demand for U.S. Treasuries amid expectations of continued Fed rate cuts.
• Emerging market debt, particularly local currency bonds, sees rising interest as inflation eases and U.S. dollar strength wanes.
• Convertible bonds offer a unique opportunity for yield diversification, performing well amid volatility.
For detailed strategies and analysis on navigating these market dynamics, access the full report.