Insights
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China’s efforts to steer between domestic and international growth challenges in 2025 could be good for bond investors.
As growth extends to more regions, we see expanding opportunities across countries and assets.
We expect inflation to continue to move lower and growth to slow, especially outside the US. A trade war looks almost certain, with some economic effect on the US but likely larger elsewhere. The good news is the Fed appears well-positioned to respond to emerging risks in either direction.
Political risks and central bank easing pave the way for active managers in the European bond market.
European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.
Our investment heads discuss the forces that will shape growth, interest rates and businesses around the world.
Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.
Global markets will face powerful disruptive forces next year. How can investors prepare in fixed-income, equity and alternative investment strategies?
When the ECB’s rate-cutting cycle ends, should the neutral rate be far higher than pre-pandemic? Not in our view.
Investors in US fixed-income markets may want to strike while the iron is hot.
Prospective US policy changes look adverse for Europe’s governments and economies—but mostly positive for bonds.
Rate cuts amid economic resilience suggest a soft landing and contribute to a supportive climate for risk assets.
We expect bond yields to trend gradually lower—but it may be a bumpy ride. These seven strategies may help investors take advantage.