We assess two potential tail-risk scenarios from the pandemic that could hurt investment-grade bond investors.

We assess how US-dollar strength will affect the global economy as it starts to recover from the pandemic.

We assess some potential consequences of the pandemic, and how they may play out in the global economy.

How the pandemic and rescue packages are changing both corporate behaviour and the dynamics of fixed-income markets.

We assess the impact of the Bank of England’s latest efforts to calm febrile markets.

We assess what the European Central Bank’s latest financial rescue package means for European bond markets.

We analyse the impact of Covid-19 on global bond markets in anticipation of the next stage.

We analyse the impact of the UK government’s financial rescue package on bond markets

Despite yields plunging following the Fed’s coronavirus-motivated rate cut, we believe opportunities still exist in bond markets.

How the spending pledges from the two main political parties could affect the UK gilts market.

As street protests spread across the region, is Latin America approaching a tipping point?

As the political deadlock looks set to continue in Spain, we assess the impact on debt markets.

A further Brexit delay and an unpredictable election spell further near-term uncertainty for the UK economy.

As Brexit uncertainty drags on, we assess the potential future consequences for the UK’s debt markets.

What could Boris Johnson’s victory mean for the UK’s gilt and currency markets, and future Brexit strategy?

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

What are the ESG risks surrounding sovereign bonds?

How is the UK’s Brexit waiting game playing out in the bond markets?

As tariffs are hiked again, where does the US-China trade war go from here?

Political uncertainty could create short-term instability for Spanish bond spreads, but will it last?

Amid another tumultuous week, the outcome of the UK’s Brexit negotiations look even murkier.

The Irish and UK prime ministers are experiencing contrasting fortunes as Brexit negotiations rumble on.

Venezuela’s president and opposition leader are deepening a political crisis that could hold major implications for global markets.

As the bond-market cycle clock ticks on, we offer our outlook for 2019.

Theresa May’s crushing Brexit deal defeat appears relatively meaningless compared to what might happen next.

Theresa May has survived for now, but will the EU budge from the deal on the table?

At our investment conference, we discussed the stress indicators that could herald the next market stage for bonds.

Sustainable investing could be an option for fixed-income investors looking to make a positive impact.

How US monetary policy affects different sectors of the bond market at different times.

What are the potential consequences of China/US trade friction for emerging and developed markets?

What needs to happen for green bonds to enter the mainstream fixed-income market?

How can investors seek to engineer a return in today’s bond markets?

Italy’s current political uncertainty could put its heavily bought bond market and the eurozone under further pressure.

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

Analysing the investment landscape against a backdrop of rising interest rates.

How can multi-asset investors manage a changing relationship between bond and equity markets?

A look at the canine characteristics of the world’s leading central banks.

Why the latest court ruling on Brazil’s former president could spell good news for its economy.

A funny thing happened on the way from the referendum…

Where are opportunities for flexible fixed-income investors likely to arise in 2018?

In spite of housing and productivity initiatives, the UK’s Budget was overshadowed by a significant downgrade in growth…

After a strong run, is the high-yield bond market due a more serious setback?

Last week’s $2bn bond issuance by China coincided with the 19th Party Congress.

Cautious messaging around the much-anticipated UK rate rise puts the focus squarely on the health of the economy.

Are reasons for optimism emerging in Brazil’s sovereign debt markets?

Despite a shift in policy, a peak in rates may not be too far away.

Investment-grade debt has been bolstered by central-bank support, but we see little to get excited about.

Despite talk of a UK economic slowdown, the picture appears more mixed than outright negative.

Why investors should beware of China’s haunted property market.

What approach should investors take while awaiting more certainty on monetary policy direction?

Sovereign and corporate ESG credentials can be significant factors in shaping our fixed-income investment decisions

A week is a long time in politics, and in the gilt market...

Rising inflation and currency weakness may combine to dampen the prospects for gilts over the medium term.

Timing the turn is never easy, but you don’t want to be left ‘dancing near the door’.

How our investment themes help us identify opportunities and risks in changing bond markets.

Continuing weakness in the oil price is having a big impact on credit spreads in the energy sector.

There is much at stake for the UK and EU as Theresa May rings the starting bell for…

How income inequality could be a guide to future political risk.

Chancellor Philip Hammond’s first Budget reveals little about the UK economy’s post-Brexit path.

Comparing and contrasting three central European economies.

Assessing the outlook for emerging-market bond investing.

A fixed-income perspective on the US president’s potential policies.

What can we learn from the past about power shifts in the global economy?

Agent May’s plan for Operation Brexit provides a reality check.

Despite the Fed rate hike, news of China’s falling foreign-exchange reserves might not be as critical as it…

After 35 years of a bull market, what is next for bonds?

The Federal Reserve raises rates, and forecasts further increases in 2017, but is it getting carried away?

A fixed-income spin on the popular card game.

Why has Governor Mark Carney struck a markedly different tone after the Bank of England’s latest Inflation Report?

The case for integrating environmental, social and governance analysis in fixed-income investing

What’s really behind the recent sell-off in UK gilts?

Second-guessing the next US administration’s policies is tough, but bond investors can take some precautions.

The market’s addiction to monetary stimulus is growing, while the capabilities of central bankers are being stretched to…

With investors in thrall to central bankers, there has been a notable rise in correlation between bonds and…

Are government bond markets about to fall off a cliff Wile E. Coyote style?

Mark Carney shakes off the label of ‘unreliable boyfriend’ in today’s Bank of England announcement.

‘Remain’ or ‘leave’, the UK’s property bubble has been in the making for some time.

Today’s Bank of England policy announcement was something of an anti-climax.

Following the UK’s ‘Brexit’ vote, we look at how electorates and policymakers respond to crises.

It’s back to the polls once again for the Spanish electorate, but results are expected to be inconclusive.

'Tis the season for risk-asset volatility, but what about safe-haven assets?

Argentinian sovereign debt: oversubscribed and overrated?

The shadow of the forthcoming 'Brexit' referendum looms large over UK central bankers.