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JANUARY 2025    

Ahead of the Curve: Consensus is totally consensus—a contrarian’s strategic scenarios

Discover contrarian strategies that active fixed income managers can apply.

 

DECEMBER 2024

Ahead of the Curve: The calm before the storm — The outlook for Treasury yields

Expect higher Treasury yields as fiscal policies evolve.

 

OCTOBER 2024

Could a 5% 10-year Treasury yield be around the corner?

Higher Treasury yields expected due to fiscal spending and Fed quantitative tightening.

 

AUGUST 2024

San Andreas fault of finance shakes the markets

Monetary tightening in Japan is rearranging global capital flows.

 

JULY 2024

November 2023

Avoiding false signals in wait for peak US Treasury yields

A framework can be useful for evaluating whether US Treasury yields have peaked

MAY 2024

Government Bond Issuance Boom to Pressure Yields Higher

October 2023

A flood of new global sovereign debt will affect market dynamics

April 2024

Government Bond Issuance Boom to Pressure Yields Higher

A flood of new global sovereign debt will affect market dynamics

 

MarCH 2024

The Fairy Tale of a Soft Landing

September 2023

The consensus view shift toward a mild downturn looks misplaced

 

Other resources

Our fixed income capabilities

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Investment ideas for fixed income markets

We explore the investment themes driving global fixed income markets and investment ideas for this environment.

The path to global high yield is clear with T. Rowe Price

A partner with 30+ years of experience in managing high yield portfolio

 


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