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Aegonam global fixed income midyear outlook final

Aug 11, 202624 pages页

From the report报告摘录Iran Conflict & Energy Shock: Prolonged oil/gas price surge from Middle East conflict drives global inflation, creates terms-of-trade shocks in Europe, and delays growth recovery to 2026–2027 despite ECB hiking rates…

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

Global fixed income mid-year outlook

Aegon Asset Management is the global investment management brand of Aegon Ltd. See disclosures for more detail. For institutional and professional investor use only.

Contents Economic backdrop 3 Global corporate credit research overview 6 Fixed income overview 7 Investment grade credit: Europe and the UK 9 Investment grade credit: US 10 High yield 11 US bank loans 13 US emerging market debt 14 Global sovereign debt 16 European asset-backed securities 17 US structured finance 19 Distressed debt 22

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