Europe

Since their introduction in 2013, AT1 bonds have acted as a valuable kicker for many fixed income funds, having consistently delivered excess return over more mainstream credit markets such as high yield bonds over the medium term.

Vontobel’s experts discuss how geopolitics, inflation and credit are shaping the outlook for fixed income, exploring the impact of the Middle East crisis, diverging paths between the U.S. and Europe, and where value opportunities may emerge across credit markets.

2026 ya se perfila como otro año volátil para la geopolítica, las economías y los mercados. Pero un activo destaca como principal beneficiario del contexto actual.

Discover the Q1 2026 Euro IG Credit Outlook, highlighting favorable market conditions, robust credit fundamentals, AI-driven growth, and strategic investment opportunities in key sectors and maturities. Gain insights to navigate the evolving corporate bond landscape effectively.

With spreads well below long term averages and government bond curves pricing in what central banks are likely to do in the next few quarters, opportunities for capital gains through spread compression or sustained rallies in government bonds appear to be limited.

Explore the Global Credit Outlook 2026: A concise overview of key trends in global credit markets, from macroeconomic shifts and corporate fundamentals to AI-driven investments and market opportunities. Gain insights to navigate the year ahead effectively.

The turbulence and uncertainty that defined stock markets in 2025 kept investors on their toes. 2026 offers grounds for optimism.

Al cerrar el último capítulo del año, la prudencia y la consolidación han sido la tónica dominante en los mercados. ¿Qué factores configuran el escenario de lo que podría esperar a los mercados en 2026? Descúbralo en la última edición de Investors’ Outlook.

The European asset-backed securities (ABS) market, once among the most substantial in global fixed income, has remained subdued since the global financial crisis due to a decade of restrictive regulation.

En octubre se registró el primer episodio serio de volatilidad en los mercados de bonos corporativos en bastante tiempo, a raíz de dos quiebras de alto perfil en EE. UU. que generaron temores sobre un posible problema sistémico en el crédito.

Watch TwentyFour Asset Management's latest European ABS webinar with Rob Ford and Douglas Charleston to gain a deeper understanding of how regulatory reforms are reshaping the European ABS landscape and fuelling investor demand.

Amid tariffs, bankruptcies, and uncertainty, credit fundamentals remain strong. Elevated yields and solid corporate balance sheets favour income-focused fixed income strategies over government bonds, even as volatility persists.