Latest fixed income thinking
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Bond Voyage: The resilience factor
10 Feb. 2025
As we negotiate an uncertain landscape, our fixed income teams reflect on potential sources of resilience.
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Bond Voyage: In the starting blocks
13 Jan. 2025
With a new US president poised to take office, central banks diverging and ongoing political uncertainty, how are the key fixed income asset classes positioned for the year ahead?
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Sovereigns’ state: Analysing the new challenges facing global sovereign bonds
13 Dec. 2024
The expected policies of a Republican administration in the US bring added uncertainty to the global growth cycle. Steve Ryder and Daniel Bright examine the probable impacts of a world with more tariffs and political strains.
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Bond Voyage: Dancing into 2025
9 Dec. 2024
This month, we explore how US Treasuries are taking a breath, why 2025 could be the year of carry for high yield, what increasing dispersion means for emerging markets, and how surging M&A activity could affect investment-grade bonds.
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Bond Voyage: Around the world in 30 days
4 Nov. 2024
This month, our fixed-income investment teams discuss US elections, IMF meetings, US versus European high yield, managing declining rates for cash, and what the future might hold in store for gilts.
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.
Compass
Compass draws on the insights of our Matrix Pods. These are cross-functional forums that bring together portfolio managers, strategists, economists, and traders to generate forward-looking, consensus-based views on key fixed income asset classes. This provides investors with a clear view on key risk drivers, helping guide portfolio positioning and enhance decision-making across the key fixed income asset classes.
Discover our fixed income capabilities
Fixed income is an indispensable building block for meeting a variety of investment goals, including income, inflation protection, liability management and capital appreciation.
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