This page is dedicated to research articles on primary fixed income markets. For further information please contact Dan Barnes.
INSIGHTS & ANALYSIS
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...
Insights and analysis: Morgan Stanley 2025 – ‘Timing Is Everything’ across asset classes
Morgan Stanley’s outlook for 2025 finds a “still-moderate macro environment” with the mood heading towards deregulation, which it notes is largely is constructive for risk assets.
“That said, rising uncertainty about policy sequencing and severity...
Insights & Analysis: “Lock in attractive yields as easing cycle continues,” UBS advises
Trump’s election saw Treasury yields rise sharply but stabilise by the end of the week, with the VIX index dropping to its lowest since the end of September and the dollar near-consistently rising since...
