Latest fixed income thinking
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Complementing cash: Optimising cash in a rate-cutting cycle
11 Jun 2025
As many central banks begin cutting interest rates, short-term bond strategies can offer a complement to cash holdings. Alastair Sewell explains.
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Bond Voyage: A journey into fixed income
9 Jun 2025
In June, our credit teams look under the bonnet of the European industry’s growth engine.
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Money-market funds: An overview for corporate treasurers and investors
3 Jun 2025
Nana Antwi provides an overview of money-market funds (MMFs) and their importance in cash management for corporate treasurers and many other investor types.
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Bucking the trend: Emerging market debt shows its mettle amid wider market turbulence
19 May 2025
Emerging-market debt has proved a rare bright spot so far this year as investors struggle to assess the impact of US political upheaval. In this article, Carmen Altenkirch and Nafez Zouk advance reasons why the market is well placed to weather ongoing market turbulence.
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Sovereign engagement: Driving positive change while delivering long-term value
14 May 2025
Investor engagement with governments on their climate commitments can be a powerful complement to other forms of stewardship. It can also help investors identify opportunities and mitigate risks, says Thomas Dillon.
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From tactical to strategic: How emerging-market hard currency debt fits in your fixed income portfolio
13 May 2025
Investors should consider EMD hard currency for a long-term strategic allocation within fixed-income portfolios to boost portfolio returns, rather than just a short-term tactical play.
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Bond Voyage: A journey into fixed income
6 May 2025
In May, our EMD team discusses the most effective way to manage fixed income through episodes of heightened uncertainty.
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Bond Voyage: A journey into fixed income
4 Apr 2025
This month, our fixed income teams discuss the drivers behind emerging and developed market convergence, what the US hybrid boom has in store, the continued popularity of money-market funds, and the ups and downs of high yield.
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Bond Voyage: A journey into fixed income
10 Mar 2025
This month, our fixed income teams discuss the boom in hybrid issuance and weigh up the risks and opportunities of potential tariffs, interest rate moves and fiscal dynamics.
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Bond investing: Five things to know about bonds
7 Mar 2025
In this article, we explain key concepts of bond investing, such as yield and duration, explore the role of bonds in investment portfolios and look at the current state of the bond markets.
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Bond Voyage: A journey into fixed income
10 Feb 2025
As we negotiate an uncertain landscape, our fixed income teams reflect on potential sources of resilience.
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The cash conundrum: Five things to know about cash, saving and investing
7 Feb 2025
In this article, we explore the logic behind holding assets in cash, the difference between saving and investment, and why a longer-term focus may help investors achieve their objectives.
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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