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Q2 2025 Bond Compass

2025’s political and macroeconomic turbulence has revealed some unexpected fixed income opportunities. Read our Q2 outlook — and get our investment recommendations.

Q2 Investment Outlook

Find New Opportunities in Fixed Income

Investors grappling with market volatility, evolving geopolitics, and see-sawing currency valuations can consider the following exposures:

  1. European credit
  2. Convertible bonds
  3. Emerging market debt  

Fixed Income Trends

Investor Sentiment and Inflation Analysis

What do our institutional fixed income flows analysis and PriceStats® inflation data tell us about bond markets?

Unlocking the Potential of Saudi Arabia’s Diversifying Economy

Saudi Arabia bonds are a compelling area for portfolio diversification and are poised for increased participation from global investors.

Dollar Invest Globe

Our Expertise

We are a leader in fixed income investing.

More Fixed Income Insights and Research

About the Bond Compass

Our most comprehensive quarterly report on fixed income flows and holdings includes analysis of investor trends across $10 trillion of assets,2 plus SPDR® fixed income ETF implementation ideas for the upcoming quarter.