Solid profitability driven by a rates sweet spot that should see decent earnings combined with increased loan growth, plus a soft landing for the economy, mean we are broadly stable on the sector over the coming years.
In this piece, fixed income managers investing across the duration spectrum outline strategies for seeking higher current income and capital appreciation during this unusual yield curve inversion.
Staaten, supranationale Institutionen und Unternehmen emittieren Anleihen, die Ziele zum Schutz und zur Wiederherstellung der biologischen Vielfalt beinhalten.
The shift in expectations for rate cuts was felt across the world as yields rose in both the developed and emerging markets. The Broad Markets Fixed Income Team explores the impact on investors.
Our fixed income team provide their weekly snapshot of market events.
Developed market yields were slightly lower over the month, as the market seemingly took the Fed’s word that it is still on track for three rate cuts this year and that the terminal rate would remain around the 3.25% level.
Im Verlauf des letzten Jahres bewegte sich die Inflation weitgehend auf das 2 %-Ziel der US-Notenbank (Fed) zu, doch die Inflationsdaten vom Januar und Februar deuten möglicherweise darauf hin, dass die Fortschritte ins Stocken geraten sind. Worauf sollten Anleiheinvestoren jetzt achten?
Increased numbers of fliers and supportive concession frameworks mean the industry retains a strong and steady credit trajectory.
Yields were broadly higher across the globe in February, as market participants recalibrated their expectations for rate cuts for the remainder of the year and into 2025. The Broad Markets Fixed Income Team explores the impact on markets.
