Fixed income markets

An immediate risk is that concerns over debt sustainability and credit rating cuts could trigger periodic volatility in bond yields

Bond markets in emerging economies offer high real yields, improving inflation trends and attractive FX valuations

Medium-term yields may drift lower as the Fed cuts rates, but likely in smaller magnitudes relative to each cut

While the investment outlook remains clouded by uncertainty, such times often create opportunities

AT BLACKROCK, PGIM and other Wall Street firms, bond fund managers are sticking to trades that will likely pay off even if the US Federal Reserve’s path is again knocked off course by surprising turns...

Medium-term government and corporate bonds offer modest yield pickups, and are good options for income-focused investors to lock in yields with a decent balance between yield and duration exposure

Asia presents a compelling alternative for global investors as the region’s central banks and governments have consistently demonstrated their commitment to prudent fiscal management and well-establis...

But September or October are in play for a resumption of rate cuts, especially if consumer demand and the job market soften more than expected

While public credit markets have endured drawdowns and dislocations, private credit has functioned as intended