Analyses

The key themes in global bond markets over the past month.

Read Vanguard's latest analysis of global bond markets and how our portfolio managers are positioning Vanguard's active bond funds.

Vanguard’s bond experts share their views on rate cuts, policy divergence and other key themes for global bond investors in the current market.

Lead portfolio manager Sarang Kulkarni explains why the recent volatility in credit markets isn’t like the drawdowns in 2022—and why it could provide attractive opportunities for active credit investors.

Why our active fixed income team think investment-grade corporate bonds still look attractive in the current market - and why risks remain.

Daniel Shaykevich, senior portfolio manager of emerging market bonds, explores why emerging market debt is particularly well-positioned to outperform other areas of fixed income in the year ahead.