Replay: Rates, credit & market reality — what matters now?

Asset management
Event Replay
Watch 45 min

In this webinar Vontobel’s experts discussed the implications of the US-Iran deal and its impact on inflation and interest rates. They also shared their views on the policy outlook for the Fed, ECB, and Bank of England and what they believe it means for markets and investors.

3 key themes discussed:

  • Central banks: rates, inflation & policy direction
    What’s next for the Fed, ECB, and Bank of England? We explored inflation expectations, market pricing, and the outlook shaping interest rates
  • Credit markets: technicals vs. fundamentals
    Are credit spreads set to tighten or widen? We assessed market technicals, issuance dynamics, and sector nuances, including developments in areas such as CLOs and European banks
  • Fixed Income positioning: capturing yield and managing risk
    Why FI still matters. We compared yield-driven opportunities with growing risks in equity markets to highlight the role of bonds in diversified portfolios

 

 

 

 

 

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About the authors
Topics:
Asset management Europe Event Replay Fixed Income Geopolitics Macroeconomics Middle East US
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Replay: Geopolitics, inflation and credit — what’s next for Fixed Income?

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