Latest fixed income thinking
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What will a new Fed chair mean for interest rates?
15 Feb. 2018
Jerome Powell will face different challenges than his predecessor Janet Yellen as Federal Reserve chair
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Bond investors should brace for volatility in 2018
15 Feb. 2018
Bond volatility fell to historic lows in the wake of the financial crisis, but it has begun to rise once again. James McAlevey explores the implications for investors.
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Fixed income: bear necessities?
11 Jan. 2018
As the prolonged era of extraordinary monetary policy winds down, our fixed income fund managers consider what investors should look out for in 2018. Test
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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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What to do about asset bubbles
24 Oct. 2017
With the global economy improving, central banks need to be ever watchful, and tighten policy in good time, to ensure siren calls on asset bubbles continue to ring hollow, says Michael Grady.
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Politics and the final frontier
18 Oct. 2017
A recent trip to Central America and the Caribbean revealed much about the attractions and pitfalls of frontier markets, explains Aaron Grehan.
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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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