| Global Fixed Income Bulletin • Nov 17, 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 • Oct 23, 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 • Oct 17, 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 • Sep 22, 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 • Sep 17, 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 • Aug 15, 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 • Jul 24, 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 • Jul 16, 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 • Jun 20, 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 • Jun 17, 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 • May 27, 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 • May 15, 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 • Apr 11, 2025 | |
Video: Tariffs, Tariffs, Tariffs: Waiting (Anxiously) for Clarity
Broad Markets Fixed Income Team
Heightened volatility has impacted the global financial markets, whilst awaiting clarity on U.S. trade policy. Watch our latest global fixed income video, analysing the affects on global trade, monetary policy and raised stagflation worries.
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| Global Fixed Income Bulletin • Apr 07, 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 • Mar 20, 2025 | |
Video: You Ain’t Seen Nothing Yet - History in the Making
Broad Markets Fixed Income Team
Amid risk of an escalating global trade war and ongoing geopolitical instability, we examine how fading U.S. exceptionalism, robustness of credit spreads and rising market volatility impact global fixed income markets in our latest video.
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| Global Fixed Income Bulletin • Mar 19, 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 • Feb 25, 2025 | |
Video: An On Again, Off Again World
Broad Markets Fixed Income Team
While we wait for the White House to clarify policies that may influence financial conditions, we look in depth at why tariffs, monetary policy and credit fundamentals matter to global fixed income markets in our latest video.
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| Global Fixed Income Bulletin • Feb 20, 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 • Jan 28, 2025 | |
Video: Is 2025 (finally) the Year of the Bond?
Broad Markets Fixed Income Team
Curious about the future of monetary policy, government debt and credit markets? Watch our latest video on the outlook for global fixed income markets in the coming year.
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| Global Fixed Income Bulletin • Jan 17, 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 • Dec 17, 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 • Dec 17, 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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The Broad Markets Fixed Income team unites the expertise of single-sector research and trading teams across the Morgan Stanley Investment Management fixed income platform to identify what they believe are the best opportunities in fixed income.