Geopolitical tensions are rising as markets expected disinflation and easing. Fixed income investors watch energy, inflation expectations, and risk pricing.
The start of a new year is a natural time to reassess your DC plan’s effectiveness. But rather than chasing the latest trends, the most impactful improvements often come from building on what already works.
As investors grapple with the potential for elevated volatility, we offer six themes we think will drive fixed income markets in the first half of the year.