Latest Fixed Income Insights
Informes especiales · 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.
Renta fija · 27 nov 2023
Emerging-market bonds: 2024 outlook
Emerging-market bonds, both government and corporate, will be an attractive source of portfolio diversification.
Renta fija · 23 may 2023
Credit markets update
Challenging environment ahead
Renta fija · 06 abr 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.
Renta fija · 17 feb 2023
Our 2023 outlook for Italian sovereign bonds
A ray of sunshine through the clouds.
Informes especiales · 26 ene 2023
La colección de obras de arte de Aarti Lohia refleja sus propios gustos y su trayectoria personal
La filántropa, amante del arte, afirma que no tenía «ningún plan» de convertirse en coleccionista. Pero no solo ha llegado a ser una voz potente, sino a tener una opinión muy demandada en el mundo del arte contemporáneo.
Renta fija · 12 ene 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.
Renta fija · 22 dic 2022
Our 2023 outlook for German Bund
Safe-haven status in question.
Renta fija · 13 dic 2022
Our corporate bond outlook for 2023
A rising default rate should not be such bad news for investment-grade credits.
Renta fija · 08 dic 2022
Our 2023 core sovereign bonds outlook
US Treasuries' safe-haven status set for a comeback.
Renta fija · 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.
Renta fija · 28 jul 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.
Renta fija · 25 jul 2022
Italy government bond update
Given upside risks on 10-year Buoni Poliennali del Tesoro (BPT) yields we remain underweight euro periphery government bonds.
Renta fija · 30 jun 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.
Renta fija · 08 jun 2022
Aggressive pricing hurts convertible bond market
Convertibles have had a hard time this year…but there is a silver lining.
Renta fija · 30 may 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.
Renta fija · 06 may 2022
Close to a peak?
We expect the upward pressure on government bond yields to ease as the year progresses.
Renta fija · 13 abr 2022
Looking for ‘safe’ carry
US investment-grade bonds could prove relatively resilient as conditions for credit become tougher.
Renta fija · 12 ene 2022
Our 2022 scenario for corporate bonds
Looking for a comfortable spread cushion.
Renta fija · 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.
Renta fija · 21 sept 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.
Renta fija · 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.
