At the close of 2023, we surveyed bond investors on their sentiment and outlook for the coming year. In the latest installment of Markets Mindset, Mizuho’s Head of IG DCM, Moshe Tomkiewicz, gives his take on key findings from the survey results.

 

Hosted by Victor Forte, Head of Syndicate & Investment Grade Capital Markets, this deep dive touches on market risks and opportunities for 2024, from geopolitical tensions and the pace of monetary policy to projections on rates, new issue supply and credit spreads. 

Part 1 - Rates & Liquidity: 

Part 2 - Supply & Spreads: