What’s in focus for fixed income in 2025?

1 day ago · And for the most part, they really aren’t affecting outcomes if you’re willing to look over a 5- to7-year time horizon like we do at Oakmark for both fixed income and equities. However certainly what’s relevant today is some of the flare up in the Middle East. Some would argue …

FAQs about What’s in focus for fixed income in 2025? Coupon?

Will 2025 be a good year for fixed income?

Healthy yields on investment grade assets. We expect 2025 to be a good year for fixed income, following two strong years in 2023 and 2024. If our soft-landing forecast holds up, we believe investors will be rewarded. We expect all-in returns on investment grade assets in the 5% area. An emphasis on high quality, liquid issues. ...

What is the outlook for fixed income in 2025?

Our research team provides their 2025 fixed income outlook looking at major developments in the US, eurozone, Swiss and emerging markets. By the end of 2025, we expect the absolute yield level to be at similar or slightly higher overall, but with some sizeable swings during the year as US policy is revealed. ...

What should we expect in 2025?

By the end of 2025, we expect the absolute yield level to be at similar or slightly higher overall, but with some sizeable swings during the year as US policy is revealed. We expect rate volatility to be elevated in 2025, which favours a more tactical approach. ...

What happened to fixed income markets last year?

To learn more: Last year marked a pivotal year for fixed income markets, as central banks got inflation under control without triggering recession, achieving the rare “soft landing” so positive for bonds. ...

Will 2025 be a difficult year for bond investors?

The year 2025 will be a difficult one to navigate, as policy implementation will be revealed that is likely to result in twists and turns for the markets. Going into the new year what do bond investors need to be aware of? ...

Are fixed income fundamentals still a good investment?

We continue to expect short-term fluctuations in pricing, but believe fixed income fundamentals remain solid. Against this backdrop, we would expect any bouts of volatility to represent opportunities to selectively add risk at more attractive valuations. ...