This page is dedicated to research articles on primary fixed income markets. For further information please contact Dan Barnes.
INSIGHTS & ANALYSIS
Insights and Analysis: Uncertainty reigns in trade war, rate impact expected
The inevitable effect of increased tariffs imposed by the US markets on trade partners – which may include the European Union, Canada and Mexico – will certainly be to drive down stocks in the...
Insights & Analysis: Investors’ Gilt-y pleasure
Markets have turned positive on UK government bonds, which rallied across the curve following the release of unemployment data indicating a higher rate and softer earnings, all of which soft, signalling all of which...
Insights: PGIM: strong bond returns in 2025
Bonds will see strong cumulative returns in 2025, PGIM predicts, irrespective of poor Q4 2024 results
Since late 2022, the firm states that bonds have seen positive returns as a result of central bank rate...
Insights: US policy shift could reduce central bank cuts
Trump’s inward-oriented US policies will drive a rise in inflation, put upward pressure on interest rates and prevent central banks from making aggressive cuts, Man Group predicts.
The group also expects to see spreads widen...
