| Global Fixed Income Bulletin • 20-Mär-2026 | |
Video: Contained Escalation
Broad Markets Fixed Income Team
Geopolitical risk resurfaced in February, driving volatility and a flight to quality. We assess the impact of the Iran conflict, credit and securitized market reactions and portfolio positioning. Watch our video to find out more.
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| Global Fixed Income Bulletin • 16-Mär-2026 | |
Contained Escalation
Broad Markets Fixed Income Team
The Broad Markets Fixed Income team is monitoring geopolitical developments closely. Consistent with our active, value-driven investment process, macro risks will be assessed alongside movements in valuations.
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| Global Fixed Income Bulletin • 23-Feb-2026 | |
Video: Built on Demand
Broad Markets Fixed Income Team
A calm macro start to the year, strong technical demand, and reduced policy uncertainty helped support fixed income markets in January. Where are the best opportunities as we head further into 2026? Watch our video to find out more.
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| Global Fixed Income Bulletin • 12-Feb-2026 | |
Built on Demand
Broad Markets Fixed Income Team
January opened the year with a notably calm macro backdrop and strong technical demand across fixed income markets. The Broad Markets Fixed Income Team explores.
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| Global Fixed Income Bulletin • 16-Dez-2025 | |
Video: Taking It Easy
Broad Markets Fixed Income Team
Fixed income markets are entering a more nuanced phase as global central banks advance through their easing cycles. Learn where we see opportunity—and where caution is warranted—as growth moderates and policy paths continue to diverge.
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| Global Fixed Income Bulletin • 24-Jul-2025 | |
Video: Waiting for Godot, Fixed Income Edition
Broad Markets Fixed Income Team
Uncertainty continues to create potential opportunities for longer-duration assets in developed markets and value in emerging markets debt and securitized credit. Watch our latest video to find out more.
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| Global Fixed Income Bulletin • 16-Jul-2025 | |
Waiting for Godot, Fixed Income Edition
Broad Markets Fixed Income Team
June was marked by a continuation of the risk on sentiment that began earlier in the quarter, supported by resilient economic data, a modest decline in volatility, and easing geopolitical tension. Will this continue? The Broad Market Fixed Income Team explores.
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| Global Fixed Income Bulletin • 20-Jun-2025 | |
Video: April Showers Bring May… Rallies?
Broad Markets Fixed Income Team
Risk assets are rebounding, and the global economy is generally weathering the storm of uncertainty. How will the outcome of tariffs impact the near future? Listen to our latest video to find out more.
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| Global Fixed Income Bulletin • 17-Jun-2025 | |
April Showers Bring May… Rallies?
Broad Markets Fixed Income Team
Despite ongoing trade policy uncertainty, the economy has shown resilience. The Broad Markets Fixed Income team explores how this dynamic affected bonds over the last month, and how it could impact future markets.
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| Global Fixed Income Bulletin • 27-Mai-2025 | |
Video: Unprecedented Volatility, But No Real Clarity
Broad Markets Fixed Income Team
Markets remain volatile in the wake of tariff shocks, but economic data is keeping steady. The only sure thing is that investors crave clarity that may take time to come. We explore the implications for fixed income.
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| Global Fixed Income Bulletin • 15-Mai-2025 | |
Unprecedented Volatility, But No Real Clarity
Broad Markets Fixed Income Team
April had a rough start, but by the end of the month, it looked a bit unremarkable, at least as measured by market movements. The Broad Markets Fixed Income team explains.
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| Global Fixed Income Bulletin • 11-Apr-2025 | |
Video: Zölle, Zölle, Zölle: Es wird (ungeduldig) auf Klarheit gewartet
Broad Markets Fixed Income Team
Die erhöhte Volatilität hat sich auf die globalen Finanzmärkte ausgewirkt, während ungeduldig auf weitere Informationen über die Handelspolitik der USA gewartet wird. Sehen Sie sich unser neuestes Video zu globalen Anleihen an, in dem die Auswirkungen auf den globalen Handel, die Geldpolitik und die zunehmenden Sorgen um die Stagflation analysiert werden.
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| Global Fixed Income Bulletin • 07-Apr-2025 | |
Tariffs, Tariffs, Tariffs: Waiting (Anxiously) for Clarity
Broad Markets Fixed Income Team
The Broad Markets Fixed Income Team reflects on the events of March, but also discusses the market movements that transpired the first few days of April.
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