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Convertibles 2Q 2025 Outlook

Read below to see the U.S. convertible market's 1Q performance and strategic issuance, and expectations for 2Q 2025.

 

Emerging Markets Debt 2Q 2025 Outlook

Discover why emerging market debt stands out as global tariffs rise, U.S. shocks ripple, and opportunities widen across credit and regions.

Emerging Markets Debt 2Q 2025 Outlook

The EMD team dives into why they are optimistic about the prospects for Emerging Markets for the 2025.

 

Global Fixed Income 2Q 2025 Outlook

Recent tariff announcements have sparked significant market reactions, leading to wider spreads and increased recession risks. While the new tariffs could impact supply chains and economic growth, especially in Asia, agency mortgages are less vulnerable due to its liquidity and government support.

 

High Yield 2Q 2025 Outlook

Explore how U.S. high yield remains resilient amid trade tensions, as wider spreads and solid fundamentals enhance risk-adjusted opportunities.

 

High Yield 2Q 2025 Outlook

Read the teams latest outlook for the second quarter of 2025 below.

 

System Shock

Read the latest Macroeconomic outlook for 2Q 2025 on the stagflationary tilt in today’s economy—where rising prices, slowing growth, and shifting Fed priorities are setting a new macro tone.