Latest fixed income thinking
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Bond Voyage: Industrialised alpha meets fixed income fragility
13 Jan 2026
Could the proliferation of short-term leverage strategies be the next hidden challenge for fixed income markets?
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Boosting low-carbon investment in the UK: 2025 Roadmap Update
11 Dec 2025
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.
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Rethinking risk in EMD: The great inversion on emerging markets
28 Nov 2025
Market and economic trends are challenging the idea that emerging market (EM) bonds should trade at a discount to developed economy debt.
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