Latest fixed income thinking
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Interesting times: the advantages of active fixed income
19 Apr 2018
Opportunity knocks for fixed income investors who are not forced to ‘hug’ market indices.
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High yield: going global
16 Apr 2018
A jump in interest rates could swamp high yield returns, but a global approach and a focus on short duration can help weather a rising tide.
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Prospect of IMF-led reforms attracts debt investors to Africa
9 Apr 2018
Countries in receipt of IMF support often see rapid economic improvements. But local knowledge is crucial for bond investors chasing the ‘IMF trade’, says Carmen Altenkirch.
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The dangerous science of buckets
22 Mar 2018
Why absolute return fixed income challenges traditional asset allocation thinking.
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Five years on from the taper tantrum, emerging market debt shows improved resilience
19 Mar 2018
Emerging market fixed income has come a long way since the trials of 2013, says Liam Spillane.
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Electoral reforms might halt Five Star, but Italy’s challenges remain
31 Oct 2017
Italians will head to the polls in the spring to elect their next government. Despite recent electoral reforms, Charlie Diebel explains why Italian uncertainty is unlikely to disappear.
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Why the US bond market is not signalling recession
10 Oct 2017
The US yield curve has historically provided an accurate barometer of the economic outlook. But it is wrong to conclude the recent flattening is pointing to a recession, argues James McAveley.
Bond Voyage: A journey into fixed income
Each month, our freewheeling fixed-income newsletter gathers insights from our high-yield, investment-grade, emerging-market and global sovereign bond teams.
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