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Trends to catch the eye of fixed income investors<\/strong><\/h3>\nWill bonds thrive under Trump 2.0? Or will alternative credit deliver even more strongly on its promise as a rising asset class? Could emerging market debt be the untapped opportunity to explore this year? Discover insights to these questions in the thought leadership below.<\/p>\n
2025 EMD Outlook: Beware of Fiscal Folly (Candriam)<\/strong><\/a><\/h5>\nThe new Trump administration is a potential source of volatility, with the likely resumption of tariffs and confrontational trade tactics.<\/p>\n
And One More Thing\u2026in Credit: 2025 Outlook (KKR)<\/strong><\/a><\/h5>\nFor compliance reasons, this paper is only accessible in certain geographies<\/em><\/p>\nToday, the global credit markets are undergoing their own transformation, and allocators need to stay on top of these developments.<\/p>\n
The Big Mac on Fixed Income Allocation (MFS)<\/strong><\/a><\/h5>\nFor compliance reasons, this paper is only accessible in certain geographies<\/em><\/p>\nGlobal markets may be at a crossroads, with policy uncertainty and macro volatility set to rise in the period ahead, especially in the context of Trump 2.0.<\/p>\n
H1 2025 Alternative Credit Insights: Sourcing New Pathways (Nuveen)<\/strong><\/a><\/h5>\nAlternative credit is made up of asset classes that provide financing options outside of traditional fixed income markets.<\/p>\n
Democratization of Bond Markets and FI Indexing (S&P Dow Jones Indices)<\/strong><\/a><\/h5>\nThe growth of certain markets, such as leveraged loans, may be connected to the proliferation of index-linked products in this asset class.<\/p>\n
The Debt and Deficit Dilemma (Marquette Associates)<\/strong><\/a><\/h5>\nAs the Biden era ends and another Trump era begins, federal spending and the deficit persist.<\/p>\n
Three Reasons to Consider Dedicated Emerging Market Debt Exposure (GMO)<\/strong><\/a><\/h5>\nEmerging market debt has delivered strong credit returns for the risk underwritten. Will it continue to do so in 2025?<\/p>\n
Active Positions in Emerging Markets Debt (William Blair)<\/strong><\/a><\/h5>\nEmerging market debt, which performed well for most of 2024, lost momentum in the fourth quarter due to uncertainty around the U.S. election.<\/p>\n
Europe’s Economic Struggles: A Silver Lining for Fixed Income Investors (PIMCO)<\/strong><\/a><\/h5>\nThe eurozone’s economic struggles are rooted in a mix of cyclical and structural factors that are also impacting fixed income opportunities.<\/p>\n
The Stock Market CAPE and Bond Yields (Phinance Technologies)<\/strong><\/a><\/h5>\nHow does the expected stock return compare with real bond yields? Explore this paper to find out more about this dynamic.<\/p>\n<\/div>\n
The new Trump administration is a potential source of volatility, with the likely resumption of tariffs and confrontational trade tactics.<\/p>\n
And One More Thing\u2026in Credit: 2025 Outlook (KKR)<\/strong><\/a><\/h5>\nFor compliance reasons, this paper is only accessible in certain geographies<\/em><\/p>\nToday, the global credit markets are undergoing their own transformation, and allocators need to stay on top of these developments.<\/p>\n
The Big Mac on Fixed Income Allocation (MFS)<\/strong><\/a><\/h5>\nFor compliance reasons, this paper is only accessible in certain geographies<\/em><\/p>\nGlobal markets may be at a crossroads, with policy uncertainty and macro volatility set to rise in the period ahead, especially in the context of Trump 2.0.<\/p>\n
H1 2025 Alternative Credit Insights: Sourcing New Pathways (Nuveen)<\/strong><\/a><\/h5>\nAlternative credit is made up of asset classes that provide financing options outside of traditional fixed income markets.<\/p>\n
Democratization of Bond Markets and FI Indexing (S&P Dow Jones Indices)<\/strong><\/a><\/h5>\nThe growth of certain markets, such as leveraged loans, may be connected to the proliferation of index-linked products in this asset class.<\/p>\n
The Debt and Deficit Dilemma (Marquette Associates)<\/strong><\/a><\/h5>\nAs the Biden era ends and another Trump era begins, federal spending and the deficit persist.<\/p>\n
Three Reasons to Consider Dedicated Emerging Market Debt Exposure (GMO)<\/strong><\/a><\/h5>\nEmerging market debt has delivered strong credit returns for the risk underwritten. Will it continue to do so in 2025?<\/p>\n
Active Positions in Emerging Markets Debt (William Blair)<\/strong><\/a><\/h5>\nEmerging market debt, which performed well for most of 2024, lost momentum in the fourth quarter due to uncertainty around the U.S. election.<\/p>\n
Europe’s Economic Struggles: A Silver Lining for Fixed Income Investors (PIMCO)<\/strong><\/a><\/h5>\nThe eurozone’s economic struggles are rooted in a mix of cyclical and structural factors that are also impacting fixed income opportunities.<\/p>\n
The Stock Market CAPE and Bond Yields (Phinance Technologies)<\/strong><\/a><\/h5>\nHow does the expected stock return compare with real bond yields? Explore this paper to find out more about this dynamic.<\/p>\n<\/div>\n
Today, the global credit markets are undergoing their own transformation, and allocators need to stay on top of these developments.<\/p>\n
The Big Mac on Fixed Income Allocation (MFS)<\/strong><\/a><\/h5>\nFor compliance reasons, this paper is only accessible in certain geographies<\/em><\/p>\nGlobal markets may be at a crossroads, with policy uncertainty and macro volatility set to rise in the period ahead, especially in the context of Trump 2.0.<\/p>\n
H1 2025 Alternative Credit Insights: Sourcing New Pathways (Nuveen)<\/strong><\/a><\/h5>\nAlternative credit is made up of asset classes that provide financing options outside of traditional fixed income markets.<\/p>\n
Democratization of Bond Markets and FI Indexing (S&P Dow Jones Indices)<\/strong><\/a><\/h5>\nThe growth of certain markets, such as leveraged loans, may be connected to the proliferation of index-linked products in this asset class.<\/p>\n
The Debt and Deficit Dilemma (Marquette Associates)<\/strong><\/a><\/h5>\nAs the Biden era ends and another Trump era begins, federal spending and the deficit persist.<\/p>\n
Three Reasons to Consider Dedicated Emerging Market Debt Exposure (GMO)<\/strong><\/a><\/h5>\nEmerging market debt has delivered strong credit returns for the risk underwritten. Will it continue to do so in 2025?<\/p>\n
Active Positions in Emerging Markets Debt (William Blair)<\/strong><\/a><\/h5>\nEmerging market debt, which performed well for most of 2024, lost momentum in the fourth quarter due to uncertainty around the U.S. election.<\/p>\n
Europe’s Economic Struggles: A Silver Lining for Fixed Income Investors (PIMCO)<\/strong><\/a><\/h5>\nThe eurozone’s economic struggles are rooted in a mix of cyclical and structural factors that are also impacting fixed income opportunities.<\/p>\n
The Stock Market CAPE and Bond Yields (Phinance Technologies)<\/strong><\/a><\/h5>\nHow does the expected stock return compare with real bond yields? Explore this paper to find out more about this dynamic.<\/p>\n<\/div>\n
Global markets may be at a crossroads, with policy uncertainty and macro volatility set to rise in the period ahead, especially in the context of Trump 2.0.<\/p>\n
H1 2025 Alternative Credit Insights: Sourcing New Pathways (Nuveen)<\/strong><\/a><\/h5>\nAlternative credit is made up of asset classes that provide financing options outside of traditional fixed income markets.<\/p>\n
Democratization of Bond Markets and FI Indexing (S&P Dow Jones Indices)<\/strong><\/a><\/h5>\nThe growth of certain markets, such as leveraged loans, may be connected to the proliferation of index-linked products in this asset class.<\/p>\n
The Debt and Deficit Dilemma (Marquette Associates)<\/strong><\/a><\/h5>\nAs the Biden era ends and another Trump era begins, federal spending and the deficit persist.<\/p>\n
Three Reasons to Consider Dedicated Emerging Market Debt Exposure (GMO)<\/strong><\/a><\/h5>\nEmerging market debt has delivered strong credit returns for the risk underwritten. Will it continue to do so in 2025?<\/p>\n
Active Positions in Emerging Markets Debt (William Blair)<\/strong><\/a><\/h5>\nEmerging market debt, which performed well for most of 2024, lost momentum in the fourth quarter due to uncertainty around the U.S. election.<\/p>\n
Europe’s Economic Struggles: A Silver Lining for Fixed Income Investors (PIMCO)<\/strong><\/a><\/h5>\nThe eurozone’s economic struggles are rooted in a mix of cyclical and structural factors that are also impacting fixed income opportunities.<\/p>\n
The Stock Market CAPE and Bond Yields (Phinance Technologies)<\/strong><\/a><\/h5>\nHow does the expected stock return compare with real bond yields? Explore this paper to find out more about this dynamic.<\/p>\n<\/div>\n
The growth of certain markets, such as leveraged loans, may be connected to the proliferation of index-linked products in this asset class.<\/p>\n
The Debt and Deficit Dilemma (Marquette Associates)<\/strong><\/a><\/h5>\nAs the Biden era ends and another Trump era begins, federal spending and the deficit persist.<\/p>\n
Three Reasons to Consider Dedicated Emerging Market Debt Exposure (GMO)<\/strong><\/a><\/h5>\nEmerging market debt has delivered strong credit returns for the risk underwritten. Will it continue to do so in 2025?<\/p>\n
Active Positions in Emerging Markets Debt (William Blair)<\/strong><\/a><\/h5>\nEmerging market debt, which performed well for most of 2024, lost momentum in the fourth quarter due to uncertainty around the U.S. election.<\/p>\n
Europe’s Economic Struggles: A Silver Lining for Fixed Income Investors (PIMCO)<\/strong><\/a><\/h5>\nThe eurozone’s economic struggles are rooted in a mix of cyclical and structural factors that are also impacting fixed income opportunities.<\/p>\n
The Stock Market CAPE and Bond Yields (Phinance Technologies)<\/strong><\/a><\/h5>\nHow does the expected stock return compare with real bond yields? Explore this paper to find out more about this dynamic.<\/p>\n<\/div>\n
Emerging market debt has delivered strong credit returns for the risk underwritten. Will it continue to do so in 2025?<\/p>\n
Active Positions in Emerging Markets Debt (William Blair)<\/strong><\/a><\/h5>\nEmerging market debt, which performed well for most of 2024, lost momentum in the fourth quarter due to uncertainty around the U.S. election.<\/p>\n
Europe’s Economic Struggles: A Silver Lining for Fixed Income Investors (PIMCO)<\/strong><\/a><\/h5>\nThe eurozone’s economic struggles are rooted in a mix of cyclical and structural factors that are also impacting fixed income opportunities.<\/p>\n
The Stock Market CAPE and Bond Yields (Phinance Technologies)<\/strong><\/a><\/h5>\nHow does the expected stock return compare with real bond yields? Explore this paper to find out more about this dynamic.<\/p>\n<\/div>\n
The eurozone’s economic struggles are rooted in a mix of cyclical and structural factors that are also impacting fixed income opportunities.<\/p>\n