Latest fixed income thinking
Global high yield: diminishing returns?
16 Aug 2017
Global high yield has been among the stronger asset classes in 2017, but with spreads already squeezed, where can investors find value?
Europe’s hazardous route to a banking union
14 Aug 2017
The bail out of two Italian lenders highlights that progress towards banking and fiscal union will be far from straightforward, argues Oliver Judd.
Bond volatility: all aboard the big dipper?
28 Mar 2017
Since the financial crisis, bond volatility has fallen to historic lows. But changes to the structure of the fixed-income markets suggest volatility could be set for a comeback, creating risks and opportunities for investors.
Fixed income: the debt disconnect
27 Mar 2017
As the mountainous scale of global debt continues to climb, investors are advised to heed the lessons of the past, argues Chris Higham.
The next frontier
Despite a torrid few months, frontier bond markets still have an important role to play in investors' portfolios.
Prospect of IMF-led reforms attracts debt investors to Africa
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.