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For macro and bond investors, 2024 has been challenging. Despite central banks cutting rates, bond yields have remained high, and country-specific macroeconomic factors have heavily influenced allocation strategies. Looking ahead to 2025, returns in global fixed income will largely depend on the trajectory of the U.S. economy and the extent of the Federal Reserve's easing mea...


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The Russian invasion of Ukraine is having a pervasive impact on global economies and financial markets.

Participants:

Jason Daw (Desk Strategy), Head of North American Rates StrategyHelima Croft (Research), Head of Commodity Strategy & MENA ResearchPeter Schaffrik (Research), He...

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