Human and machine

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.

Oil prices drove the mood this week, but calmer central banks and strong tech earnings helped steady markets.

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.

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

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.

Insurers are looking beyond public markets to achieve income, capital preservation and liability matching, especially as accounting standards and capital regulations evolve.

The ongoing conflict in the Middle East continues to impact the markets while inflation expectations are recalibrated.

Japan’s bond markets enter 2026 transformed and recent structural shifts have changed the behaviour of the country’s powerful life insurers.

Could the proliferation of short-term leverage strategies be the next hidden challenge for fixed income markets?

Long-term trends like climate change are particularly important for buy-and-maintain investors. How can they integrate climate objectives, such as net zero by 2050, into their portfolios?

In the last Bond Voyage edition of 2025, we examine the vast amounts of capital being deployed to build new high-capacity data centres and how the expenditure is being funded in the bond markets.

In 2024, we outlined our view on the most important public-policy interventions to unlock private investment in the low-carbon economy. In this update, we take stock of policy developments since, and look ahead to 2026 and beyond.