fixed income

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?

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

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.

Paul Brain explains why now could be a good time for investors to look for opportunities in fixed…

Assessing the UK’s monetary and fiscal predicament.

Are global bond opportunities starting to appear?

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.

Our fixed income team engaged with the retailer to discuss palm oil, greenwashing and more.

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.

Paul Brain discusses why US bond markets are offering opportunities not currently available in European markets.

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

Using fixed income to help navigate a rising interest-rate environment.

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.

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 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.

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 analyse 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.

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.