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Blog

fixed income

Growing the sustainable pie the right way
Blog

Growing the Sustainable Pie the Right Way

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

Scott Freedman
January 12, 2021
Fixed income, Sustainable
US election
Blog

US Election: Bond Investors Shift Focus to 2021

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

Paul Brain
November 9, 2020
Fixed income, Macro views
Navigating the debt mountain
Blog

Navigating the Debt Mountain

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

Trevor Holder
November 3, 2020
Coronavirus, Emerging markets & Asia, Fixed income
Blog

Beyond Covid-19: The ‘U-Bend’ Recovery

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

Paul Brain
August 20, 2020
Coronavirus, Fixed income, Macro views, Sector research, Themes
Doing the right thing: ESG and EMD
Blog

Doing the Right Thing: ESG and EMD

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

Carl Shepherd, Trevor Holder
July 28, 2020
Emerging markets & Asia, Fixed income, Responsible investment, Sector research, Sustainable
Blog

European Recovery Assured?

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

Paul Brain
July 23, 2020
Coronavirus, Fixed income, Sector research
Blog

Is Investment Grade Nearing The ‘Danger Zone’?

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

Howard Cunningham
June 26, 2020
Coronavirus, Fixed income, Sector research, Themes
US dollar: devalue to save the world?
Blog

US Dollar: Devalue to Save the World?

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

Paul Brain
May 22, 2020
Coronavirus, Fixed income, Macro views, Sector research
Blog

Looking Through the Pandemic: The Shape of the Recovery

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

Paul Brain, Howard Cunningham
May 11, 2020
Coronavirus, Fixed income, Macro views, Themes
The rise and rise of ‘MMT’ economics
Blog

Save and Prosper?

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

Howard Cunningham, Paul Brain
April 20, 2020
Coronavirus, Fixed income, Sector research
Covid-19: ECB’s ‘shock and awe’
Blog

Covid-19: ECB’s ‘Shock and Awe’

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

Jon Day
March 20, 2020
Coronavirus, Fixed income, Sector research
Covid-19: Looking through the crisis
Blog

Covid-19: Looking Through the Crisis

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

Paul Brain
March 18, 2020
Coronavirus, Fixed income, Macro views, Sector research
Learning to love low yields
Blog

Learning to Love Low Yields

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

Jon Day
March 11, 2020
Fixed income
A gilt-edged pledge?
Blog

A Gilt-Edged Pledge?

How the spending pledges from the two main British political parties could affect the UK's bond markets.

Howard Cunningham
December 12, 2019
Fixed income, Macro views
Latin American spring?
Blog

Latin American Spring?

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

Carl Shepherd
December 11, 2019
Emerging markets & Asia, Fixed income
The pain in Spain
Blog

The Pain in Spain

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

Paul Brain
November 12, 2019
Fixed income
Which way now?
Blog

Which Way Now?

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

Howard Cunningham
November 7, 2019
Fixed income, Sector research
Blog

Russian roulette

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

Howard Cunningham
October 10, 2019
Fixed income
Blog

Two Become One

What could Boris Johnson’s appointment as UK prime minister mean for bond and currency markets, and Brexit strategy?

Howard Cunningham
July 23, 2019
Fixed income, Macro views
Blog

Party Like It’s Norway (or Not)

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

Jon Day
June 26, 2019
Fixed income, Macro views
Blog

Sovereign Scruples

What are the ESG risks surrounding sovereign bonds?

Trevor Holder
June 21, 2019
Fixed income, Responsible investment
Waiting for BoJo
Blog

Waiting for BoJo

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

Howard Cunningham
June 5, 2019
Fixed income
Blog

Trade Trouble

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

Trevor Holder
May 30, 2019
Emerging markets & Asia, Fixed income, Macro views
Blog

What Now for Spain?

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

Paul Brain
May 3, 2019
Fixed income, Macro views
Blog

Groundhog May

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

Howard Cunningham
March 14, 2019
Fixed income, Macro views
Blog

Carry On Leo

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

Howard Cunningham
March 11, 2019
Fixed income, Industry views, Sector research
Blog

Driving Us Caracas

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

Carl Shepherd
February 20, 2019
Emerging markets & Asia, Fixed income, Sector research
Blog

Tick Tock

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

Paul Brain
February 15, 2019
Fixed income, Macro views
Blog

Awaiting the Endgame

Which key stress indicators could herald the next market stage for bonds?

Paul Brain
December 13, 2018
Fixed income
Blog

Six Reasons to Consider Sustainable Bonds

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

Scott Freedman
September 13, 2018
Fixed income, Responsible investment
Blog

Time to Unwind…

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

Paul Brain
August 17, 2018
Fixed income, Macro views
Blog

Navigating Troubled Waters

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

Paul Brain
June 22, 2018
Fixed income
Blog

Time to Be Peso-mistic?

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

Carl Shepherd
May 25, 2018
Emerging markets & Asia, Fixed income
Blog

From ‘Doves’ to ‘Hawks’?

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

Paul Brain
May 22, 2018
Fixed income, Macro views
Blog

Year of the Dog

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

Paul Brain
February 20, 2018
Fixed income
Blog

What Lies Ahead for Fixed Income?

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

Paul Brain
January 17, 2018
Fixed income, Macro views
Blog

Turning Point

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

Paul Brain
November 20, 2017
Fixed income
Blog

Putting a Cap on It

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

Paul Brain
September 26, 2017
Fixed income
Blog

Ghoul’s Gold: China’s Ghost Towns

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

Parmeshwar Chadha
September 11, 2017
Fixed income
Blog

Circumventing Nomadic Bond Markets

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

Paul Brain
September 7, 2017
Fixed income
Blog

Much Ado About Nothing

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

Paul Flood
August 23, 2017
Fixed income, Multi-asset
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This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Newton is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved.