Global Fixed Income Bulletin

Video: La stabilizzazione dopo lo shock

Global Fixed Income Bulletin

May 27, 2026

Global Fixed Income Bulletin

Video: La stabilizzazione dopo lo shock

May 27, 2026

May 2026

Con l'attenuarsi delle tensioni geopolitiche e la stabilizzazione della volatilità dei tassi, gli spread creditizi si sono ridotti e la propensione al rischio è migliorata, nonostante il persistere di elevati livelli di inflazione e dell'incertezza nel settore energetico. Guardate il nostro ultimo video sulla rassegna dei mercati obbligazionari globali per maggiori informazioni sul posizionamento dei nostri portafogli in un contesto caratterizzato da rischi persistenti.

Broad Markets Fixed Income Team

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.

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Global Fixed Income Bulletin

Video: Stabilizing After Shock

27-May-2026

As geopolitical tensions eased and rate volatility became more orderly, credit spreads retraced and risk sentiment improved despite elevated inflation and energy uncertainty. Watch our latest Global Fixed Income Bulletin video to explore how our portfolios are positioned amid ongoing risks.

Global Fixed Income Bulletin

Stabilizing After Shock

15-May-2026

April’s risk-off shock faded as a temporary U.S.–Iran ceasefire eased volatility, though energy risk premia stayed elevated. Rates remained choppy, while central banks held policy steady amid inflation uncertainty. Credit rebounded with tighter IG and HY spreads, supported by strong technicals and resilient fundamentals, alongside improving securitized, EM and muni performance.

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.