Fixed Income Global Fixed Income Strategy Monthly Report | April 2026
Get an analysis of important drivers of global fixed income markets, including macroeconomic trends, interest rates, currencies, and credit, in our monthly global strategy report.
IFI’s November Global Investors’ Summit brought together over 80 investors to discuss and debate our outlook and views on global macroeconomic trends. We believe understanding macro factors such as growth, inflation and policy help us understand market conditions and asset price action.
In the paper we highlight the major developments we believe are driving these factors in four key regions and how they influence our asset allocation decisions.
Get an analysis of important drivers of global fixed income markets, including macroeconomic trends, interest rates, currencies, and credit, in our monthly global strategy report.
EMEA ETF flows remained strong in February as investors favoured smart beta strategies such as equal weight, and Emerging Market exposures. Following the onset of the Iran conflict, we’ve seen a continuation of recent themes. Investors have yet to shift their approach despite the conflict in Iran.
As economies show resilience, selectivity and care remain critical for bond investors figuring out where to take duration risk and how to think about returns.