MBS

This is the time of the year when strategists are busy sending out their annual outlooks. Here on the Global Investment Strategy team, we decided to go one step further. Rather than pontificating about what could happen in 2025, we decided to harness the power of the multiverse to tell you what did happen (in at least one highly representative timeline).

Next week, please join me for a Webcast on Tuesday, December 17 at 10:30 AM EST (3:30 PM GMT, 4:30 PM CET) to discuss the economy and financial markets.

And with that, I will sign off for the year. I wish you and your loved ones a very happy and healthy 2025. We will be back in the first week of January with our MacroQuant Model Update.

We offer 5 key investment views for US fixed income markets in 2025.

Our Portfolio Allocation Summary for November 2024.

We update our 12-month return projections for different US fixed income sectors in soft-landing and recession scenarios.

Our Portfolio Allocation Summary for October 2024.

Our Portfolio Allocation Summary for September 2024.

Our Portfolio Allocation Summary for August 2024.

We calculate expected returns for several different US fixed income sectors with a focus on how municipal bonds stack up against the investment alternatives.

Our Portfolio Allocation Summary for July 2024.