In the first quarter of 2025, the fixed income market generally delivered positive returns while the U.S. equity market experienced significant volatility. The Bloomberg U.S. Aggregate Index (AGG) returned 2.7% in Q1, providing portfolio diversification when the S&P 500 pulled back, returning -4.3% for the quarter.
- Jan 24, 2025
- Julia Zhu
Fixed Income Perspectives: Navigating Volatility and Opportunities in 2025 | The Fixed Income Outlook Q4 2024
Fixed income investments have seen some significant volatility in the fourth quarter. While the...
- Apr 11, 2022
- Julia Zhu
The Inflation Effect | The Fixed Income Outlook Q1 2022
Researcher Julia Zhu shares her observations and guidance for fixed income in Q1 2022.
- Apr 13, 2023
- Julia Zhu
Three Factors That Make the Case for Fixed Income | The Fixed Income Outlook Q1 2023
Researcher Julia Zhu shares her observations and guidance for fixed income in Q1 2023.