Morgan Asset Management, 68% of respondents highlighted a recession as the biggest risk to portfolios while 83% stated 2024 will be the year of fixed income. This webinar assessed the outlook for markets in 2024, the importance of asset allocation within fixed income and the rising demand for ...
“With the Fed now cutting rates, the big headwind of uncertainty that previously hung over the bond market should now be a modest tailwind over the next 12 months.” Why bother with bonds amid a bull market for stocks? With US stocks hitting record highs, it can be easy to overlook ...
Outlook 2024 - New Chapter of China ConnectivityMonthly foreign inflows to China’s bond market started to turn positive in Q4-2023 – will this trend continue into 2024? What are the risks to watch? In this joint webinar between Standard Chartered Bank and the Bond Connect Company Limited, ...
This story is part of aseries of 2025 outlooksfrom PNC Corporate and Institutional Banking. It’s likely to be a big year for the municipal bond market in 2025. While activity in the first half of 2024 was somewhat muted, the second half...
AGG indexbond investorsJeffrey Gundlach
We maintain a positive outlook on the corporate bond market given the resilient economy, but low relative yields prevent us from being more optimistic when it comes to taking additional risks. It often makes sense to take additional risks if you're being compensated well for those risks, but ...
High Yield Bonds:Above-average yields, combined with historically high credit ratings in the high yield market, support a strong outlook. Money Markets:Money market funds remain an attractive alternative to other cash management options like deposits or Treasury bills, even as the Federal Reserve has...
Market Monitor Emerging Markets Debt Monitor – Q4 2024 10-Jan-2025 In-depth review of fundamentals and valuations across emerging markets debt. Previous Next The views and opinions are those of the author as of the date of publication and are subject to change at any time due to market ...
Sprinkel, B. W. (1960), OUTLOOK FOR THE GOVERNMENT BOND MARKET. The Journal of Finance, 15: 299–304. doi: 10.1111/j.1540-6261.1960.tb00173.x Author Information Harris Trust and Savings Bank Publication History Issue published online: 30 APR 2012 Article first published online: 30 APR 2012...
While the double-digit returns we saw in 2023 may not be replicated again in 2024, emerging market debt still offers compelling opportunities, especially for investors that are facing the reinvestment risk from short-dated bonds. Even if returns converge to average (mid-to-high single digits), ...