US Treasuries at Risk: Why Global Investors Are Eyeing Alternatives

Pictet Asset Management’s latest outlook highlights critical shifts in US Treasuries as rising fiscal deficits, tariff tensions, and geopolitical uncertainty challenge the traditional safe-haven status of US debt.

Key Insights:

• A rare simultaneous sell-off in Treasuries and the US dollar signals declining investor confidence.
• Rising term premiums reflect higher perceived risks in holding long-duration US bonds.
• Fiscal pressures will push Treasury issuance higher, likely increasing yields further.

Access the full report and explore how to reposition portfolios amid this historic shift in global fixed income markets.