Insight Article Desktop Banner
 
Insights Video: Shock, Then Repricing
 
Global Fixed Income Bulletin

Video: Shock, Then Repricing

Insight Video Mobile Banner
 

Global Fixed Income Bulletin
April 27, 2026

Global Fixed Income Bulletin

Video: Shock, Then Repricing

Share Icon

April 27, 2026

 
 
Apr 2026
 
 

March’s flare up in geopolitical risk jolted markets, pushing energy prices higher and driving a broad repricing across global bonds and credit. In this video, we break down what moved rates and spreads—and how we’re positioning portfolios to navigate volatility and capture opportunities as dispersion rises.

 

Select Team For Team Icon

Right Click Edit

 
Related Insights
 
Related Insights
Global Fixed Income Bulletin
Shock, Then Repricing
20-Apr-2026
Geopolitical tensions drove a sharp reset in energy, rates, and credit. Yields rose as inflation and policy expectations turned more hawkish, while credit widened but stayed relatively resilient. The Broad Markets team believes markets are overpricing the inflation shock and central bank hawkishness while underpricing the growth shock.
Global Fixed Income Bulletin
Video: Contained Escalation
20-Mar-2026
We assess the impact of the Iran conflict, credit and securitized market reactions and portfolio positioning. Watch our video to find out more.
Global Fixed Income Bulletin
Contained Escalation
16-Mar-2026
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.
 
 

It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products.

The contents presented herein are provided in Singapore by Morgan Stanley Investment Management Company (Unique Entity Number 199002743C), which is regulated by the Monetary Authority of Singapore. Any asset management or other services are provided in Singapore by Morgan Stanley Investment Management Company and you should contact Morgan Stanley Investment Management Company in relation to any questions you may have on the information presented on this website.

The services described on this website may not be available in all jurisdictions or to all persons. For further details, please see our Terms of Use.

Subscriptions    •    Privacy & Cookies    •    Your Privacy Choices Your Privacy Choices Icon    •    Terms of Use

©  Morgan Stanley. All rights reserved. Morgan Stanley Investment Management Company (Unique Entity Number 199002743C) is regulated in Singapore by the Monetary Authority of Singapore.