fixed income

After two difficult years, we explain why we believe the prospects for bond investors are improving.

What recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.

Our thoughts on First Republic's collapse and what it means for the future of the banking sector.

Can China break free from US-led containment policies?

Could we see further financial casualties this year?

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

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

How far can the bond rally go?

We reveal our key macro findings from a recent fact-finding trip to Tokyo.

We assess the impact of the UK government’s Autumn Statement on the gilt market.

Assessing the UK’s monetary and fiscal predicament.

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

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

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

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

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.

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

We highlight some trends that we believe will influence the sustainable fixed-income market in 2022.

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

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

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

We assess the impact of a potential rate rise by the Bank of England next week.

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.

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

We assess the implications of the UK Budget for bond markets and the wider economy.

Key trends that will help to shape the growth of the sustainable fixed-income market in 2021 and beyond.

How a multi-asset credit approach could help investors seeking better yields and diversification.

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