| Global Fixed Income Bulletin • 21-Nov-2025 | |
Video: The 40% Conundrum (Navigating with Limited Visibility)
Broad Markets Fixed Income Team
Global fixed income markets are entering a more uncertain phase following the Fed’s second consecutive rate cut and delayed U.S. data releases. Watch our latest video to observe how investors can stay flexible and focused on income in our November outlook.
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| Global Fixed Income Bulletin • 17-Nov-2025 | |
The 40% Conundrum
Broad Markets Fixed Income Team
With policy visibility constrained, disciplined security selection, sector diversification, and a focus on quality will be essential as investors navigate the transition toward 2026.
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| Global Fixed Income Bulletin • 23-Okt-2025 | |
Video: The First Cut is (Still) the Deepest
Broad Markets Fixed Income Team
We highlight a landscape of cautious optimism in fixed income sectors, driven by central bank policies and market dynamics. While opportunities exist, particularly in emerging markets and corporate credit, investors must navigate a complex environment marked by macroeconomic uncertainties and policy divergences. Watch this video to find out more.
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| Global Fixed Income Bulletin • 17-Okt-2025 | |
The First Cut Is (Still) the Deepest
Broad Markets Fixed Income Team
As we enter the final quarter of 2025, the outlook across fixed income sectors reflects cautious optimism amid evolving macro conditions and central bank policy shifts.
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| Global Fixed Income Bulletin • 22-Sep-2025 | |
Video: Several bangs and one whimper
Broad Markets Fixed Income Team
Following a seemingly calm summer, we believe there is a compelling case for more active portfolio management amid rising term premia, increasing political volatility and changing leadership in central bank policy cycles . Watch our latest video to find out more.
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| Global Fixed Income Bulletin • 17-Sep-2025 | |
Several bangs and one whimper
Broad Markets Fixed Income Team
The bond market remains in a fragile equilibrium—caught between persistent growth concerns, as reflected in U.S. employment data, and stubborn inflation pressures. The Broad Markets Fixed Income team explains.
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| Global Fixed Income Bulletin • 20-Aug-2025 | |
Video: If we knew then what we know now
Broad Markets Fixed Income Team
Bond markets are reacting to U.S. tariff and tax policy with rates moving higher in July and credit sectors rallying. Still, the August jobs report paints an uncertain economic outlook, and persistent deficits could exert upward pressure on real interest rates across the curve. Watch our latest video to find out more.
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| Global Fixed Income Bulletin • 15-Aug-2025 | |
If we knew then what we know now
Broad Markets Fixed Income Team
As is typical for mid-summer, market activity was subdued and liquidity, thin. The Broad Markets Fixed Income team reviews and explores what may be coming ahead.
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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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| Global Fixed Income Bulletin • 20-Mär-2025 | |
Video: Das war noch gar nichts - Hier entsteht Geschichte
Broad Markets Fixed Income Team
Angesichts der Risiken eines eskalierenden globalen Handelskriegs und der anhaltenden geopolitischen Instabilität untersuchen wir in unserem aktuellen Video, wie der schwindende US-Exzeptionalismus, die robusten Kredit-Spreads und die zunehmende Marktvolatilität die weltweiten Anleihenmärkte beeinflussen.
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| Global Fixed Income Bulletin • 19-Mär-2025 | |
You Ain’t Seen Nothing Yet: History in the Making
Broad Markets Fixed Income Team
Things are changing fast and remain fluid. Whether it is for better or worse we do not know. The Broad Markets Fixed Income Teams explores the implications for investors.
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| Global Fixed Income Bulletin • 25-Feb-2025 | |
Video: Eine von Hü und Hott geprägte Welt
Broad Markets Fixed Income Team
Während wir darauf warten, dass das Weiße Haus für Klarheit in Bezug auf seine Politik sorgt, die beträchtliche Auswirkungen auf das Finanzumfeld haben könnte, gehen wir in unserem neuesten Video ausführlich darauf ein, weshalb die Zölle, Geldpolitik und Fundamentaldaten am Kreditmarkt für die globalen Anleihemärkte so wichtig sind.
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| Global Fixed Income Bulletin • 20-Feb-2025 | |
An On-Again, Off-Again World
Fixed Income
While financial markets had a good January, the future remains quite murky. The Broad Markets Fixed Income Team explores.
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| Global Fixed Income Bulletin • 28-Jan-2025 | |
Video: Ist 2025 (endlich) das Jahr der Anleihe?
Broad Markets Fixed Income Team
Neugierig auf die Zukunft der Geldpolitik, von Staats- und Unternehmensanleihen? Sehen Sie sich unser neuestes Video über die Aussichten für Anleihen im laufenden Jahr an.
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| Global Fixed Income Bulletin • 17-Jan-2025 | |
Is 2025 (finally) the Year of the Bond?
Broad Markets Fixed Income Team
The last five years have been full of surprises. In their Bulletin, the Broad Markets Fixed Income Team reviews the past month and looks ahead to 2025.
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| Global Fixed Income Bulletin • 17-Dez-2024 | |
Video: Now We Wait
Broad Markets Fixed Income Team
What do changes in the global economy and policy uncertainty mean for fixed income markets in 2025? In our latest video, we discuss how these factors may influence markets and the steps we’re taking to navigate rising complexity in the upcoming year.
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| Global Fixed Income Bulletin • 17-Dez-2024 | |
Now We Wait
Broad Markets Fixed Income Team
How will bond markets decipher the true state of economy and the scale of the incoming administration's polies? The Broad Market Fixed Income Team explores.
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