BondBloxx Releases 2026 Fixed Income Outlook

Rhea-AI Summary

BondBloxx (PCMM) released its 2026 Fixed Income Market Outlook on December 11, 2025, offering advisor- and investor-focused ideas for next year.

The firm, with over $6 billion in assets, highlights opportunities in BB and CCC U.S. corporate high-yield, private credit, short- to intermediate-duration emerging market sovereign debt, and intermediate U.S. Treasuries. BondBloxx expects persistent volatility, compelling yields, and ‘‘cautious’’ Fed easing amid a leadership transition at the Fed.

News Market Reaction – PCMM

+0.17%

1 alert

+0.17% News Effect

On the day this news was published, PCMM gained 0.17%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Assets under management: $6 billion Number of ETFs: 27 fixed income ETFs Current price: $50.0139 +2 more

5 metrics

Assets under management $6 billion BondBloxx assets across fixed income ETFs

Number of ETFs 27 fixed income ETFs BondBloxx product lineup

Current price $50.0139 Pre-outlook price level

52-week high $52.73 Price is 5.15% below this level pre-news

52-week low $48.3801 Price is 3.38% above this level pre-news

Market Reality Check

Price: $50.26 Vol: Volume 51,851 is 18% abov...

normal vol

$50.26 Last Close

Volume Volume 51,851 is 18% above 20-day average 44,098, showing moderately elevated interest pre-outlook. normal

Technical Price at 50.01 is trading slightly below 200-day MA of 50.51 and about 5.2% under 52-week high 52.73.

Historical Context

1 past event · Latest: Nov 17 (Positive)

Pattern 1 events

Date	Event	Sentiment	Move	Catalyst
Nov 17	Awards recognition	Positive	-0.1%	Industry awards and recognition for BondBloxx fixed income ETF platform.

Pattern Detected

Only one prior news event in the last six months, which saw a small negative price reaction despite positive content.

Recent Company History

Recent news flow for PCMM has emphasized brand and product recognition rather than balance-sheet changes. On Nov 17, 2025, BondBloxx highlighted multiple industry awards, noting management of $6 billion in assets across 27 fixed income ETFs. That positive recognition coincided with a modest -0.07% move in the following 24 hours. Today’s 2026 fixed income outlook continues this pattern of strategic and market-positioning communication, focused on where BondBloxx sees opportunities in private credit, U.S. corporates, and emerging markets.

Market Pulse Summary

This announcement outlines BondBloxx’s 2026 fixed income outlook, emphasizing opportunities in priva...

Analysis

This announcement outlines BondBloxx’s 2026 fixed income outlook, emphasizing opportunities in private credit, BB and CCC-rated corporates, intermediate Treasuries, and emerging market sovereign debt. It builds on a platform managing over $6 billion across 27 fixed income ETFs. Investors may focus on how views about Federal Reserve policy and leadership changes shape rate expectations, as well as how credit fundamentals and yield levels evolve versus these themes over the coming year.

Key Terms

private credit, emerging market, sovereign debt, federal reserve, +2 more

6 terms

private credit financial

"points to opportunities in private credit, BB and CCC corporates"

Private credit is a form of borrowing where companies or organizations obtain loans directly from private lenders rather than traditional banks or financial markets. It often involves customized financing arrangements that are not traded publicly, making it a way for businesses to access funding outside of standard channels. For investors, private credit offers the potential for higher returns, but typically comes with increased risk and less liquidity compared to more conventional investments.

emerging market financial

"after a strong year for emerging market (EM) debt in 2025"

An emerging market is a country or region whose economy and financial markets are growing quickly and becoming more connected to the world, like a business that’s expanding fast but still finding its footing. For investors it matters because these markets can offer higher growth and new opportunities, but also greater swings and risks — such as political changes, currency moves, or weaker investor protections — that affect returns and portfolio balance.

sovereign debt financial

"short- to intermediate EM sovereign debt for next year"

Sovereign debt is the money a national government borrows by selling bonds or IOUs to investors to pay for public spending. It matters to investors because a government’s ability to repay influences interest income, bond prices and currency value — similar to lending someone a large mortgage: the borrower’s financial health and future income determine how safe that loan is and what return you should expect.

federal reserve regulatory

"specific thoughts on the Federal Reserve and interest rate policy"

The federal reserve is the United States’ central bank system that sets short-term interest rates, controls the supply of money, and acts as a lender of last resort to banks. Think of it like a thermostat for the economy: by raising or lowering rates and adjusting money flow it helps cool inflation or stimulate growth, which directly affects borrowing costs, corporate profits and stock valuations—key concerns for investors.

monetary policy financial

"how the transition in leadership from Chairman Powell influences the direction of monetary policy"

Monetary policy is the set of actions a country’s central bank uses to influence the amount of money and the cost of borrowing in the economy, mainly by adjusting interest rates and other tools. Like a thermostat for the economy, it helps control inflation and growth; changes affect borrowing costs, consumer spending and corporate profits, so investors watch it closely because it can move interest-sensitive assets, stock valuations and bond yields.

etf financial

"BondBloxx Investment Management, a provider of precision fixed income ETFs"

An ETF, or exchange-traded fund, is like a basket of different investments such as stocks or bonds that you can buy or sell easily on the stock market, just like a regular share. It allows people to invest in many companies at once, making it a simple way to grow savings without picking individual stocks.

AI-generated analysis. Not financial advice.

“Precision matters more than ever,” says fixed income ETF provider; points to opportunities in private credit, BB and CCC corporates, intermediate Treasuries and more

LARKSPUR, Calif., Dec. 11, 2025 (GLOBE NEWSWIRE) -- BondBloxx Investment Management, a provider of precision fixed income ETFs with over $6 billion in assets, today released its 2026 Fixed Income Market Outlook providing advisors and investors with insights and investment ideas for the year ahead.

“With uncertainty and market volatility expected to persist in 2026, investors can use fixed income to generate income and help cushion volatility,” said JoAnne Bianco, CFA, Senior Investment Strategist at BondBloxx. “We expect next year to offer attractive opportunities across several bond market segments, as yields continue to look compelling. Strong fundamentals for both public and private credit remain supported by healthy balance sheets, manageable debt maturities, solid U.S. economic growth forecasts, and lower interest rates.”

Looking to the year ahead, BondBloxx sees a number of specific opportunities for investors to consider, including:

• U.S. Corporates – tailwinds look to remain favorable for U.S. corporate bonds, and investors may be well served to focus on specific credit ratings like BB and CCC rated high yield bonds.
• Private Credit – delivering compelling yields and low volatility, private credit is an attractive alternative to equities and other fixed income assets. Opting for diversified exposure to private credit through an ETF can help reduce the risk associated with concentrating in a single sector or issuer.
• Emerging Markets – after a strong year for emerging market (EM) debt in 2025, the BondBloxx team is focused on short- to intermediate EM sovereign debt for next year, pointing to elevated yields and resilient economic conditions.
  

The outlook also shares specific thoughts on the Federal Reserve and interest rate policy calibrations ahead. “We expect the Federal Reserve to proceed cautiously with regard to additional easing next year, and all eyes will be on how the transition in leadership from Chairman Powell influences the direction of monetary policy next year” says Bianco.

Explore BondBloxx’s complete 2026 Fixed Income Market Outlook for more insights and portfolio implementation ideas.

About BondBloxx

BondBloxx Investment Management Corporation (“BondBloxx”) is the first ETF issuer to focus solely on fixed income, offering a range of exposures spanning U.S. Treasuries, investment grade and high yield corporate bonds, emerging markets bonds, tax-aware strategies, and private credit. To learn more about BondBloxx’s fixed income-first mission, visit BondBloxxETF.com. BondBloxx is a registered investment adviser and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.

Media Contact

Chris Sullivan/Chase Kosinski
Craft & Capital
chase@craftandcapital.com   

Disclosures

Carefully consider each Fund’s investment objectives, risks, charges, and expenses before investing. This and other information can be found in each respective Fund’s prospectus or, if available, the summary prospectus, which may be obtained by visiting bondbloxxetf.com. Read the prospectus or summary prospectus carefully before investing.

There are risks associated with investing, including possible loss of principal. Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer’s ability to make such payments will cause the price of that bond to decline. Investing in mortgage- and asset backed securities involves interest rate, credit, valuation, extension and liquidity risks and the risk that payments on the underlying assets are delayed, prepaid, subordinated or defaulted on.

This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact info@BondBloxxETF.com or consult with the professional advisor of their choosing.

Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.

BondBloxx ETFs are distributed by Foreside Fund Services, LLC.

FAQ

What did BondBloxx announce in its December 11, 2025 2026 Fixed Income Market Outlook for PCMM?

BondBloxx highlighted opportunities in BB/CCC U.S. corporates, private credit, short- to intermediate-duration EM sovereign debt, and intermediate Treasuries.

How much assets under management does BondBloxx report in the 2026 outlook for PCMM?

BondBloxx reports managing over $6 billion in assets.

What is BondBloxx's view on Federal Reserve policy in 2026 according to the PCMM outlook?

BondBloxx expects the Fed to be cautious on further easing in 2026 and notes attention on the transition in Fed leadership.

Why does BondBloxx recommend private credit in its 2026 outlook for PCMM investors?

The firm cites compelling yields and lower volatility for private credit and suggests diversified ETF exposure to reduce concentration risk.

What credit ratings does BondBloxx favor in U.S. corporates for 2026 (PCMM outlook)?

BondBloxx points to focusing on specific high-yield segments, notably BB and CCC rated corporate bonds.

Which emerging market debt does BondBloxx prioritize in the 2026 outlook for PCMM?

The outlook favors short- to intermediate-duration emerging market sovereign debt because of elevated yields and resilient conditions.