Fixed income in focus: technicals versus fundamentals

In the first of our new series of active fixed income podcasts, we talk to Mat Rees, Head of Global Bond Strategies, about the macro events shaping fixed income, deflation in China and European growth divergence. Mat also outlines the importance of bottom-up research in light of the current environment where technical, not fundamental factors, prevail.

This podcast is hosted by Frances Watson, Content Manager and was recorded shortly after the release of the US CPI print.

Source for issuance figures: RBC as at 31 January 2024.