Latest fixed income thinking

  • Bond Voyage: Hyperscalers: A scramble to raise capital

    9 Jul 2026

    Giant tech companies are increasingly turning to international markets as they look to finance trillions of dollars of investment in AI infrastructure over the coming years. And they are doing so at accelerated speeds and scale.

  • The week in markets: Back on the front foot

    3 Jul 2026

    This week saw renewed investor confidence that economic growth can continue without reigniting price pressures.

  • Confidence in a changing climate

    15 Jun 2026

    How can institutions forge impactful climate strategies that are right for them and their end beneficiaries? Our “Confidence in a changing climate” guide showcases some of the solutions we have developed to help. 

  • Bond Voyage: Why repo is quietly becoming one of the most important issues for investors

    9 Jun 2026

    As central banks unwind quantitative easing (QE), liquidity is increasingly being provided through repo operations instead of continuous asset purchases by the banks. How resilient is this new approach?

  • Blockchain: The quiet technology reshaping financial infrastructure

    8 Jun 2026

    Tokenisation is more than a technical novelty. Our simple guide explains how blockchain turns assets into digital tokens and examines the potential benefits and risks.

  • Sustainability review 2025

    2 Jun 2026

    We believe understanding sustainability factors and trends is fundamental to effective asset management. This report sets out our approach and includes an overview of our holistic stewardship activities over the past year

  • Clarity and resilience: New guidance for European Money Market Funds

    21 May 2026

    New guidance on the rules governing European money market funds should strengthen the market’s foundations and provide a firm footing for innovation and growth, argues Alastair Sewell.

  • Bond Voyage: Emerging markets have changed: why markets shouldn’t price them like it's 2013

    11 May 2026

    Emerging markets have increasingly forged for themselves a path less dependent on external conditions, making local currency debt one of the most mispriced narratives in global markets.

  • Contemporary alchemy

    5 May 2026

    Precious metals such as gold and silver, rare earth minerals, and industrial metals such as copper have been making headlines in recent months. We talked to a team of experts to discover what’s been driving investors’ appetite.

  • The case for ReturnPlus: A capital-efficient enhanced liquidity strategy

    30 Apr 2026

    The ReturnPlus strategy invests in a broad range of liquidity sub-asset classes, while consuming limited regulatory capital. Our ReturnPlus team explains why investors should consider an allocation to the strategy.

  • Climate credit as a source of alpha

    28 Apr 2026

    How can investors in Asia-Pacific align their credit allocations to net-zero commitments, meet increasing regulatory obligations and maintain returns?

  • Bond Voyage: Oil shocks without the drama

    9 Apr 2026

    The reaction to the latest oil price shock provides further evidence that those countries which have taken steps to strengthen their financial position are being rewarded by bond investors.

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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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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.

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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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