Q2 2024 - Active Fixed Income Outlook: New rate regime?

If US economic activity continues to be this strong, officials at the Federal Reserve (Fed) might have to start thinking about an environment of no interest rate cuts. In the first issue of our Active Fixed Income Outlook, we look at how the possibility of no interest rate cuts in the US would impact investors. We’ll also be looking at European credit, emerging market debt and global high yield, and outlining the current themes, risks and outlook for each of those markets.