All Fixed Income articles – Page 6
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White papersEuropean leveraged loans outlook 2025: The recovery continues
As we enter 2025, optimism surrounding the European leveraged loans market builds despite the geopolitical backdrop remaining unpredictable. This outlook reviews the factors that defined the European loans market in 2024 and discusses the key drivers likely to impact it over the next 12 months.
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White papersThe Year Ahead for Bond Markets
Why we think 2025 presents a favorable backdrop for fixed income investors, despite the potential for rising volatility.
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White papersBond Markets and the tricky balancing act
With UK government borrowing costs soaring, is the Chancellor on wobbly footing? Read the latest Fixed on Bonds blog from Premier Miton which highlights how important it is not to forget how much has changed since the GFC and pandemic.
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White papersPrivate Credit Outlook: Expanding the Universe
The journey from niche asset to core allocation looks set to continue.
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WebinarTrump-starting the global economy
Concerns over US policy and China’s stalling economy will be key to the 2025’s global economic outlook. But while there are numerous uncertainties, we believe the picture remains favourable for both bonds and equities.
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White papersBuying bonds: January macro and asset class views
2024 marked the fourth consecutive year of rising US yields, for the first time since the early 80’s. We have been patient in recent years going overweight duration in our multi-asset portfolios as we have persistently viewed the risks to US nominal growth relative to consensus expectations as skewed to the upside.
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White papersGlobal Macro Outlook: First Quarter 2025
We expect all major economies to continue to expand, with the US out front again, as well as positive momentum for business investment. The question for investors will be to what degree US outperformance will extend to the financial markets. Global headwinds are likely, especially in the trade channel in light of proposed tariffs and immigration policies, but our outlook remains generally positive.
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Video2025 Outlook for European Fixed Income: From Uncertainty to Opportunity
In 2024, we had a lot of election risk driving market volatility, and as we enter 2025, we still have a lot of political uncertainty in the form of French and German politics, as well as uncertainty from outside of Europe in the form of tariffs.
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White papersFirst Quarter 2025 Market Outlook
PGIM Fixed Income’s First Quarter 2025 Market Outlook.
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White papersAfter two strong years, what will 2025 bring?
“2025 will continue to offer opportunities and investors will need to assess the impact of Trump’s policies.”
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White papersEuropean Fixed-Income Outlook 2025: Adversity, Uncertainty, Opportunity
European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.
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White papersBond yields on the rise
Bond yields started the year with strong upward moves, and reached close to the highs seen in April last year. This latest upward trend, which has been evident from September amid Trump’s election campaign and his eventual victory, has been partly driven by resilience in the US economy.
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White papersThe investment landscape in 2025
Pictet Asset Management’s annual outlook provides detail on the defining themes of 2025. We share critical insights into the challenges and opportunities that financial institutions may face.
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White papersFinancials: Poised for recovery
The positive economic outlook—highlighted by an increasingly likely soft landing—along with industry-specific green shoots, such as favorable credit conditions, improving loan growth, higher net margins and fee income, and a more accommodating regulatory environment, is poised to drive an inflection point in financial services earnings. These factors should help create a return to capital and a favorable earnings environment through 2026, helping extend positive investor sentiment within financial stocks.
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White papersFixed-Income Outlook 2025: Fertile Ground
Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.
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White papersGlobal Investment Views - January 2025
A semblance of a goldilocks ahead of Trump’s inauguration
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Webinar2025 Outlook: Global Fixed Income Webinar
From high yield to emerging markets debt to investment grade credit, what will 2025 hold for global fixed income investors? Our panel of experts weighs in on the opportunities and risks ahead.
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Webinar2025 Outlook: Direct Lending Webinar
Where is direct lending headed in 2025? Our experts weigh in on a number of topics—from the implications of an increasingly competitive market to the interplay between public and private markets (and what that means going forward).
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White papersEM Local Debt: Time to Shift the Perspective?
EM local debt has historically offered higher yields than the comparable U.S. risk-free rate, and recently has begun to exhibit more stability as well—which presents a compelling case for investors.
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White papersShort Duration Q4 2024 Recap, Portfolio Actions & Outlook
Our latest Short Duration Quarterly Commentary recaps Q4 2024 and shares our sector outlook for short duration bonds.
