Fixed income

Amid a backdrop of uncertainty and financial-market correction, where are the opportunities for fixed-income investors?

We debate the most out-of-consensus viewpoints for 2025.

We assess the global outlook for 2025 and uncover the key areas of opportunity for bond investors.

We consider the broad investment implications of Donald Trump’s US election victory.

We assess the impact of the Budget on bond markets.

How should bond investors approach market conditions similar to those last seen in the 1970s?

We assess how the new UK government and its policy initiatives might affect UK finances and bond markets.

We assess the current and potential future impact of inflation, debt and interest rates upon markets.

With an evolving macro and geopolitical backdrop driving changes within the eurozone, we consider the investment implications.

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

With several key trends set to reach an important climax in 2024, we consider the investment implications.

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.

Could we see further financial casualties this year?

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

How far can the bond rally go?

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.

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 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.

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.

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.

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

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

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

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.