Fast reading
- Commentary: Can strong technicals lead to stronger fundamentals?
- Economic outlook: The macroeconomic environment is fraught with risks, but first quarter data has beaten expectations.
- Corporate fundamentals: With the higher rate environment starting to impact corporate credits, selection remains key.
- Structured credit: The market has proven resilient this quarter, weathering recent geopolitical storms and demonstrating an ability to ride periods of volatility with more calm.
360°, Q2 2024
Archive: Previous editions of 360°
As fixed income markets evolve through the economic cycle, so too does our thinking. For a view on how the investment landscape has changed, read some of our reports from the past year below:
- 360° Q1 2024: Dispersion, disparity, duration
- 360° Q4 2023: Debt, deficit, dispelling doubts
- 360° Q2 2023: Divergence, duration, dislocation
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