Top five fixed income ideas for European investors

European fixed income markets generally delivered solid total returns in 2024, thanks to high yields and continued spread tightening. With central banks on the path to providing policy accommodation and elevated yields still prevailing, we believe fixed income markets will continue to offer compelling opportunities in 2025 that European investors can capitalise on. Specifically, we think diverging monetary policies, geopolitical instability, tariffs and potentially heightened volatility will create attractive opportunities for sector rotation and security selection. Below, we highlight our top five fixed income ideas for 2025:

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