The latest Q1 2025 Fixed Income Outlook explores the impact of shifting economic policies, geopolitical risks, and market technicals on fixed income strategies.
Key Takeaways:
• US Policy & Market Reactions: The return of the Trump administration introduces uncertainty, particularly regarding tariffs and fiscal policy.
• Credit Market Dynamics: US credit spreads are at multi-decade lows, while European credit remains attractive.
• nflation & Fed Policy: Inflation trends and potential Fed rate cuts will be crucial for bond market performance.
• Emerging Markets: Strong fundamentals support resilience despite geopolitical risks.
Read the full report for in-depth analysis and strategic insights.
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