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Bond Compass

Q2 2023

Bonds for What Comes Next

The Fed is signaling more rate hikes, but traders are forecasting cuts. These opposing views have pushed implied volatility into the historical 90th percentile1  and realized volatility to 35-year highs,2 creating challenges ahead for bond investors.

Bond Market Outlook

How to Invest Now

Given opposing forces at play, consider:

  1. Active core Bond ETFs to position for a pivot.
  2. Short-duration for yield and to manage risks.
  3. Select credit to navigate murky fundamentals.

Bond Market Trends

Insights & Research

Our Expertise

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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,4 plus SPDR® fixed income ETF implementation ideas for the upcoming quarter.