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As investors prepare for the effects of higher-for-longer rates and a new administration in 2025, we offer five themes we think will drive fixed income markets in the first

M&A was already rebounding and could accelerate more, thanks to Trump’s focus on deregulation. Tech, investment banks and small caps may be beneficiaries.

Strong economic growth coupled with inflation risks from potential policy shifts have paved the way for a prolonged period of higher interest rates.

The incoming administration will have an impact on every industry within investment grade credit, and each will face its own challenges and opportunities.

Donald Trump is set to reshape America around lower taxes, higher tariffs, less regulation, more drilling and fewer immigrants. Here’s what it means for markets.

In a resilient growth environment with inflation trending downward, any short-term volatility from the market’s reaction to monthly data is likely an opportunity to buy.