Fixed income

Why we believe Newton Investment Management Ltd’s sovereign sustainability process is a key differentiator.

We analyze the potential consequences of tighter money supply and changing central-bank rate policy

Paul Brain considers what the collapse of Silicon Valley Bank means for bond markets.

Fixed-income head Paul Brain discusses how bond markets can predict the economic cycle.

Paul Brain discusses the bond outlook from Europe.

Why was 2022 so bad for bonds, and why are we more optimistic for 2023?

We analyze the prospects for bond markets in 2023.

Bond investors can play a pivotal role in moving the planet to a lower-carbon way of life.

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

We assess the prospects for UK government bonds

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

Where now for global bond investors?

Key (and sometimes surprising) findings from a recent trip to Vietnam.

We analyze potential consequences of new UK fiscal and monetary policy for UK bonds and the wider economy.

We analyze how diverging economies can create opportunities for bond investors with a global mindset.

We explain how our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

How the Ukraine conflict could change the geopolitical and investment landscape.

Feasting on honey or playing with fire?

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

We assess the possible investment implications of Russia’s invasion of Ukraine.

We assess what the Fed’s latest monetary-policy signaling could mean for bond markets.

We assess central banks’ latest strategies on interest rates as near-term inflation continues to rise.

We assess the mood in bond markets as central banks once again start to focus on tapering quantitative-easing…

We assess the drivers behind unusual recent moves in global bond markets and consider what may happen next.

How sustainable fixed-income investing is growing in prominence, and why an active approach makes sense.

Where are the best opportunities for sustainable-bond investors?

We assess the near and mid-term implications of central-bank and government policy for bond markets.

Bond markets have endured a tough year. We discuss the inflation threat and where to find best value.

We discuss how bond markets have responded to the US election.

As the global pandemic fallout continues, we assess the relative merits of developed and emerging-market debt.

The outlook for inflation, and a focus on sustainable fixed-incoming investing.

How the monetary and fiscal response to Covid-19 is reshaping bond markets.

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

We analyze the importance of sound governance and disciplined ESG analysis when selecting emerging-market government bonds.

We assess the ramifications of the European Union’s €750bn deal for EU bond markets and the euro.

The global liquidity party remains very much in evidence, despite the Norwegian central bank’s latest rate hike.

With Argentina raising interest rates to 40% to defend its rapidly falling currency, what does the future hold?