Latest Fixed Income Insights
Rapporto speciale · 02 mar 2026
The long-term performance of Swiss equities and bonds (1900–2025)
Pictet Wealth Management has released the updated edition of its study on the long-term performance of Swiss equities and bonds. The analysis now extends back to 1900 – previously 1926 – and includes the performance of Swiss equities and Swiss franc-denominated bonds from 1900 to 2025.
Reddito fisso · 27 nov 2023
Emerging-market bonds: 2024 outlook
Emerging-market bonds, both government and corporate, will be an attractive source of portfolio diversification.
Reddito fisso · 23 mag 2023
Credit markets update
Challenging environment ahead
Reddito fisso · 06 apr 2023
Bonds’ roller-coaster ride may not be over yet
We believe market pricing of Fed rate cuts this year is premature, opening up the chance of a small rebound in two-year Treasury yields.
Reddito fisso · 17 feb 2023
Our 2023 outlook for Italian sovereign bonds
A ray of sunshine through the clouds.
Rapporto speciale · 26 gen 2023
La collezione di Aarti Lohia è lo specchio del gusto e del percorso personale
Appassionata d’arte e filantropa, sostiene che diventare collezionista non sia mai rientrato nei suoi piani. Tuttavia, ora non solo è una voce autorevole, ma la sua opinione è tenuta in grande considerazione nel panorama dell’arte contemporanea.
Reddito fisso · 12 gen 2023
Our 2023 outlook for emerging-market bonds
We expect Asian corporate bonds to make a comeback this year thanks to Chinese re-opening, while local-currency bonds could be helped by an end to US rate rises and currency trends.
Reddito fisso · 22 dic 2022
Our 2023 outlook for German Bund
Safe-haven status in question.
Reddito fisso · 13 dic 2022
Our corporate bond outlook for 2023
A rising default rate should not be such bad news for investment-grade credits.
Reddito fisso · 08 dic 2022
Our 2023 core sovereign bonds outlook
US Treasuries' safe-haven status set for a comeback.
Reddito fisso · 01 nov 2022
US Treasuries volatility is rising amid deteriorating liquidity
As we await tangible signs that the end of Fed rate hikes is near, we remain neutral on US Treasuries.
Reddito fisso · 28 lug 2022
German and Swiss sovereign bonds update
We stay neutral on core sovereign bonds as we expect them to remain a safe-haven asset in case of economic recession or financial markets turmoil.
Reddito fisso · 25 lug 2022
Italy government bond update
Given upside risks on 10-year Buoni Poliennali del Tesoro (BPT) yields we remain underweight euro periphery government bonds.
Reddito fisso · 30 giu 2022
Treasury yields seen as heading down by year’s end
Expecting a lot of near-term volatility, we remain neutral on US government bonds for now.
Reddito fisso · 08 giu 2022
Aggressive pricing hurts convertible bond market
Convertibles have had a hard time this year…but there is a silver lining.
Reddito fisso · 30 mag 2022
More pressure on the renminbi, less on bonds
Monetary policy divergence could continue to weigh on the Chinese currency, while the closing of the yield gap means we have moved from an overweight to neutral on Chinese government bonds.
Reddito fisso · 06 mag 2022
Close to a peak?
We expect the upward pressure on government bond yields to ease as the year progresses.
Reddito fisso · 13 apr 2022
Looking for ‘safe’ carry
US investment-grade bonds could prove relatively resilient as conditions for credit become tougher.
Reddito fisso · 12 gen 2022
Our 2022 scenario for corporate bonds
Looking for a comfortable spread cushion.
Reddito fisso · 10 dic 2021
Our 2022 scenario for the UK economy and gilts
We are relatively cautious on the UK’s prospects next year. We remain underweight UK government bonds.
Reddito fisso · 21 set 2021
Tailwinds for euro periphery bonds
Positive yields and falling spreads mean we are relatively more upbeat on Italian and Spanish debt than on euro government bonds in general.
Reddito fisso · 20 ago 2020
The European Bond Market - New Hegemon?
With nearly a trillion euro of bonds potentially in issue by 2024, the EU has created a deep, liquid and highly investable market.
