Corporate Bonds
Credit-selection driven approach aiming to find value, anticipate trends, and capture rising stars within corporate bond markets.
Staying the course: Global Corporate Bond Summer Outlook
Fixed Income Boutique
In breve
- Recession risks have increased in the US, while global growth prospects outside the U.S. are more positive.
- Central banks are diverging in policy, increasing market uncertainty and regional differences.
- Corporate fundamentals remain solid overall, though rating pressures are building in some segments.
- Bond issuance trends and investor demand are shifting, influenced by currency moves and yield levels.
- Valuation dispersion across sectors and maturities offers selective opportunities for active investors.
Which factors will shape global credit markets this summer? Our latest outlook explores 10 key topics — from recession risks and central bank shifts to credit metrics, issuance trends, and valuation dynamics — providing institutional investors with an analysis of where challenges and opportunities may emerge in the global corporate bond market.
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