Navigating fixed income: Balancing a positive outlook in a world of heightened risks | 27 Jul 2026 | On Investors’ Minds - APAC Edition
1. Executive Briefing (TL;DR)
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Top Key Takeaways:
- Upgraded Growth Forecasts: The Global Aggregate Fixed Income (GFIX) team raised full-year expectations to above-trend growth, driven by resilient consumer demand and broadening non-AI capital expenditure [00:01:12].
- Disinflation Thesis Intact: Core inflation is projected to come in below Federal Reserve Summary of Economic Projections (SEP) estimates by year-end, anchored by shelter disinflation, a waning tariff pulse, and stabilizing wage growth [].
References
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