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Convertibles 2Q24 Outlook
Look ahead on convertible bonds to see what sets this asset class apart from traditional straight bonds.
Emerging Market Debt 2Q24 Outlook
Emerging markets had a strong start to 2024, posting positive total returns despite significant headwinds from the move higher in US interest rates.
Emerging Market Debt 2Q24 Outlook
Emerging markets had a strong start to 2024, posting positive total returns despite significant headwinds from the move higher in US interest rates
U.S. High Yield 2Q24 Outlook
With many risks in the financial market today, the team gives their outlook on the US High Yield Market.
Investment Grade Corporate Credit 2Q 2024 Outlook
Demand has been robust despite a record issuance of investment grade debt in Q1 2024, helped by higher treasury yields. Any easing by the US Federal Reserve this year, which should lead to lower yields (especially in the front end of the yield curve) would be positive for fixed income investors.
Investment Grade Corporate Credit 2Q 2024 Outlook
Investment grade returns have been historically driven by income, and 2024’s total returns are expected to follow this pattern. We maintain that higher yields, supported by “higher for longer” rates and Treasury yields, should result in satisfying total returns. See more in the latest investment grade outlook below.
Macro Outlook for 2Q 2024
A number of resiliencies, including fiscal policy, should continue to support growth at or above two percent this year. Financial conditions are also a tailwind to economic activity. The risk, however, is that a solid year for the economy will slow disinflationary impulses.