A long time ago in a galaxy far, far away…

The forces shaping markets are at the confluence of economic, fiscal, and political factors. Inflation dynamics remain in flux, a new Treasury Department strategises the balance between fiscal and monetary conditions, and Donald Trump’s second administration all introduce important dimensions to policy and growth.

The confluence of factors will play a pivotal role in shaping the trajectory of financial markets and determining whether balance can be restored to the bond market galaxy as the Bond Wars saga unfolds in 2025.

Read the Institutional Asset Manager article

Eric Souders

Eric Souders is a Director and Lead Strategist on the global unconstrained fixed income team with a focus on absolute return and multi-asset credit solutions. In this capacity he is responsible for oversight of idea generation, strategy implementation and risk management. Souders is also a senior member of the ESG Committee.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.