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.
In this edition:
We’ve revised our 2026 US macro-outlook: Higher energy prices will likely push headline inflation higher, growth should remain resilient, and we expect no Federal Reserve rate cuts in 2026.
While oil market disruption and price volatility have grabbed headlines, disruption to other energy-related products and commodities will likely have a significant economic impact.
We see value in European short-term rates but are neutral on longer-term European rates amid a more mixed outlook. We’re neutral on UK rates.
We’re neutral on the euro, due to the eurozone’s vulnerability to energy market disruptions. We’re underweight the British pound because of the trade shock from higher energy prices.
It’s been a solid year for munis, with high yield munis a standout. Chief Investment Officer Mark Paris highlights which sectors could perform best going forward.
Discover Invesco's diverse fixed income strategies, combining global expertise and innovative solutions to meet your investment needs.
For more than two decades, the Invesco Euro Corporate Bond Fund has actively managed credit and duration across multiple market cycles. This piece explains the fund’s approach, track record and how that same discipline informs its positioning today.
Middle East tensions unsettled markets in March, yet European ETFs attracted US$12bn, driven by diversification away from the US and cautious demand for cash and short-duration fixed income.
The Additional Tier 1 (AT1) CoCo bond market has grown significantly in the past decade. Discover new opportunities in this maturing market that could be worth considering particularly for investors in Europe.
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