Flash Fixed Income
Taking inspiration from the “flash” economic indicators that offer markets a preview of the final numbers, Flash Fixed Income is a monthly outlook that keeps investors ahead of the curve by dissecting the major trends across the global bond markets.
Flash Fixed Income: Three big themes for 2025
Will volatility in government bonds continue? Has fixed income seen “peak ESG”? And what will be the biggest driver of returns?
Flash Fixed Income: Credit correction coming?
Spread tightening has left some market participants nervous about fixed income valuations going into 2025, but we think the drivers of recent credit performance are unlikely to weaken materially in the coming months.
Flash Fixed Income: Trump to reshape rate cuts in US and Europe
In this month's Flash Fixed Income, we look at how bond markets are reacting to Donald Trump's victory in the US election. With Trump's stated policies widely regarded as being inflationary, we expect a bigger divergence in the path for interest rate cuts between the US and Europe that might favour higher quality European credit.
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