Fixed income in motion: Navigating diversification and key market drivers

As global markets evolve, investors are reassessing traditional fixed income allocations and expanding their search for diversification opportunities beyond domestic markets.   In this episode, Joyce Choi, Head of Institutional Product Strategy, Fixed Income ETFs at BlackRock, explores the key trends shaping fixed income today, including the growing influence of thematic investment drivers such as artificial intelligence and commodities, rising interest in international and emerging market debt, and the increasing role of currency management in portfolio construction.  Chapters (00:00:00) - International fixed income trends(00:04:13) - EM interest and the gradient of exposures(00:06:45) - Thematic trades: Economic drivers to consider(00:08:34) - Product construction: To hedge or not to hedge?(00:11:54) - The five-year fixed income outlook