Higher interest rates in the US will be the dominating theme in bond markets in the first quarter of 2016 says Saxo Bank’s Head of Fixed Income Trading, Simon Fasdal.

He explains why investors will need to pay more attention to sources of revenue and budget deficits in emerging markets. He also says the focus will be on balance sheets when deciding in which corporate bonds to invest.

You can read more in our Essential Trades for Q1 publication.

You can also download our podcasts with the Saxo Bank strategy team where they discuss how events could unfold in the first quarter of 2016.