Investment Insights
MENA fixed income: opportunities in a stabilizing rates cycle
14 May 2026
Our fixed income team reviews positioning across sovereign and corporate credit as regional central banks signal the end of the tightening cycle.
With the GCC monetary cycle plateauing and Egyptian real yields finally positive in EGP terms, we see selective opportunity in 5–7 year sovereign duration and high-grade corporate paper. We outline three positioning frameworks for institutional fixed-income mandates.