Latest fixed income thinking
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.
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.
The dangerous science of buckets
22 Mar 2018
Why absolute return fixed income challenges traditional asset allocation thinking.
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.
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
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.
Gilded youth driving change in emerging markets
30 Jan 2018
The rise of the newly-affluent millennial generation is disrupting traditional industries in emerging markets – and bringing new risks and opportunities for investors.
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
Catalonia readies for landmark election
18 Dec 2017
On December 21 the people of Catalonia go to the polls to elect a new regional government. There is a lot riding on the outcome, not just for Spain’s political system, but for the country’s economy and financial markets too.
China autos: on the road to an electric future
29 Nov 2017
With ambitious new targets for electric vehicles and vast opportunities in self-driving vehicles and the share-riding sector, China has the potential to reshape the global autos sector.
US tax reform: a tailwind for credit
23 Nov 2017
Lawmakers’ proposals to overhaul the US tax regime could lead to a big drop in debt issuance that corporate bond markets are failing to price in, argues Joubeen Hurren.
Credit correlation: end of an era?
14 Nov 2017
Structural changes in the credit markets could bring to an end a prolonged period of strong correlations. What are the implications for fixed-income investors?