We believe the bond market in 2025 is positioned for strong performance, driven by a resilient U.S. economy, moderating inflation and a shift toward a higher steady-state interest rate environment. View more in our latest outlook above.
- Fade the animal spirits and focus on diversification and valuations
- Securitized Assets: A Compelling Value Proposition
- Favor high yield over investment grade corporates
- Resilient Foundations and Select Opportunities in Emerging Markets
- Rate Volatility Presents Opportunities Along the Yield Curve
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