fixed income

Why we believe Newton Investment Management Ltd’s sovereign sustainability process is a key differentiator.

We analyze the potential consequences of tighter money supply and changing central-bank rate policy

Paul Brain considers what the collapse of Silicon Valley Bank means for bond markets.

Fixed-income head Paul Brain discusses how bond markets can predict the economic cycle.

Paul Brain discusses the bond outlook from Europe.

Why was 2022 so bad for bonds, and why are we more optimistic for 2023?

We analyze the prospects for bond markets in 2023.

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

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

We assess the prospects for UK government bonds

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

Where now for global bond investors?

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

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

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

We explain 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.

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

Feasting on honey or playing with fire?

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

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

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

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

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 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.

We examine potential election implications from the perspectives of our equity, fixed income, and multi-asset CIOs.

We examine the historical economics of presidential elections and how this year's outcome might impact municipal bond portfolios.

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

Demographic data is painting a richer picture of millennials; what are the investment implications in this post-pandemic world?

We analyze 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 examine the growing emphasis on ESG considerations in fundamental analysis and how investor governance mandates change companies.

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

The current crisis may present an avenue for a more resilient era. Explore why we may never return…

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

We examine how the solitude of COVID-19 is impacting both social and consumer behavior.

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

We discuss how the COVID-19 pandemic is reshaping the geopolitical landscape as we know it.

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

We explore how COVID-19 is reshaping supply chain dynamics, particularly within the healthcare economy.

In this special edition of Double Take, Mellon's former biotech and trading experts, along with Mellon's current Chief…

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

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

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 British political parties could affect the UK's bond markets.

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

Deal or no deal, what may have irreversibly changed in the US/China trade relationship.

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 appointment as UK prime minister mean for bond and currency markets, and Brexit strategy?

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

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.

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

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

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

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

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

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

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

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

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

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

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

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