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ISG Insight: Thriving in the bond market

Jim Cielinski, CFA

Jim Cielinski, CFA

Global Head of Fixed Income


5 Aug 2021

In recent months, macro and micro fundamentals have broadly improved as the market anticipated, while longer-maturity US Treasury bond yields have fallen and credit markets have generally rallied. Economic growth, globally, is accelerating and corporate bond markets are largely priced for it to continue. This begs the question: what could go wrong and how might fixed income markets respond?

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