Flying High: Global Corporate Bond Outlook Q4
Fixed Income Boutique
Until recently, inverted yield curves have supported shorter-dated bonds. With inflation trending lower and economic growth potentially slowing, consensus expectations are that we could be nearing the end of the rate-hiking cycle.
What does this mean for fixed income investors and Global Investment Grade in particular, and how do these typically change at the inflection of rate cycles?
Christian Hantel, Marc van Heems and Pam Gelles from our Global Corporate Bond Team, provide their view of macro and microeconomic indicators, technicals and valuations in this Quarterly Credit Outlook.
About the authors
About the authors
Topics:
Related insights
Fixed Income Boutique
ESG and Emerging Market Debt: Lower Volatility, Solid Returns
Many overlook ESG criteria in the Emerging Markets sector, but this is missing a key opportunity it can offer: by reducing volatility, its application may make EM debt more attractive to those interested in the space but avoid it nonetheless due to political and other risks.
Fixed Income Boutique
Our experts’ third-quarter recap on emerging-market bonds
Luc D’hooge and Wouter Van Overfelt review the developments of the Emerging Markets Debt and Emerging Markets Corporate Bond strategies they manage.
Fixed Income Boutique
Are emerging market bonds on the mend? Video updates by our experts
Luc D’hooge and Wouter Van Overfelt review the developments of the Vontobel Fund – Emerging Markets Debt and Vontobel Fund – Emerging Markets Corporate Bond and share their forecast for the remainder of 2023.
Fixed Income Boutique
Emerging Market Bonds - First quarter 2023 review and outlook
Wouter Van Overfelt, Head of Emerging Market Corporates and Luc D’hooge, Head of Emerging Markets Bonds, provide a review on the developments in the first quarter, the current positioning of the strategies as well as an outlook for the remainder of 2023.
Fixed Income Boutique
Emerging Market Bonds - Review 2022 and Outlook 2023
Luc D’hooge, Head of Emerging Markets Bonds and Wouter Van Overfelt, Head of Emerging Market Corporates, provide a review on the developments in 2022, the current positioning of the strategies as well as an outlook for 2023.
Fixed Income Boutique
Video didn’t kill the radio star… and neither did supply chains
Credit Analyst Jim Stahl tunes into the US radio industry and explains why radio is experiencing a resurgence thanks to digital marketing and podcasting.