Refinitiv路孚特：2024年会是债券之年吗？固收交易五项策略报告（英文版）（17页）.pdf

1、A strong start to the year has been fuelled by hope that the global economy is heading for a soft landing,but can the momentum be maintained?Fixed income at a turning point:strategies and outlook for 2024Contents2Fixed income at a turning point:strategies and outlook for 2024LSEG Data&Analytics3 For

2、eword4 Delivering strategic value5Chapter One A look back to fixed income in 20239 Chapter Two Looking at fixed income trends in the future 13 Chapter Three Planning for the future:thinking strategically about fixed income data16ConclusionAuthorsThe fixed income landscape dramatically improved for t

3、raders and investors in the last months of 2023,bringing some much-needed relief to a market weighed down by another year of rising interest rates,geopolitical crises,bank failures and volatility.Central banks continued to talk tough at the beginning of the year despite signs that high interest rate

4、s were tempering inflationary pressures.Mid-way through 2023,as central banks stopped hiking rates and the yield on the 10-year US Treasury pushed 5%for the first time since the financial crisis Could 2024 be the year of the bond?Its a real possibility,despite such challenges as the uncertain outloo

5、k for inflation and ongoing regional conflictsUnmesh Bhide Director,Securitized Products Valuation,LSEGJayme Fagas Global Head,Valuations and Transparency Services,LSEGAndres Gomez Head of Analytics Business Development,LSEGForewordof 2007,talk turned to the potential of easing in 2024 and the likel

6、ihood of a soft or hard landing for the economy.Positive economic figures at the end of the year suggested resilience in the corporate sector and rates and equities rallied.The consensus is for a much better year for fixed income assets in 2024;the market remains hopeful that rate cuts are coming an