Corporate Bonds
Credit-selection driven approach aiming to find value, anticipate trends, and capture rising stars within corporate bond markets.
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.
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EM Bonds: resilience amid oil shock and geopolitical uncertaintyInsights apparentés
Fixed Income Boutique
EM Bonds: resilience amid oil shock and geopolitical uncertainty
We believe EM fixed income is better positioned today than four years ago, despite uncertainty around the duration of the war and the disruption of oil supply. If de-escalation materializes in the short term, EM bonds may rebound amid a resumption of pre-war trends, including diversification away from US-centric portfolios.
Fixed Income Boutique
The AI impact on investment grade, high yield, and Swiss bond markets
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Fixed Income Boutique
How the Federal Reserve, Bank of Japan, and European Central Bank are balancing monetary and fiscal priorities
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Fixed Income Boutique
Euro IG Credit Outlook Q1 2026: Keep Calm and Carry On
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.
Fixed Income Boutique
Global Credit Outlook for 2026: Still waters or into the wild?
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Fixed Income Boutique
Global Corporate Bond: 10 years of Alpha generation
With global markets navigating a complex and evolving landscape and at a time when corporate bonds have emerged as a cornerstone for resilient and diversified portfolios, Vontobel is proud to celebrate a decade of alpha generation for the Vontobel Fund – Global Corporate Bond, which passed its 10th anniversary in October 2025.