Fixed income

Yields of dreams?
Fixed income

Yields of dreams?

What opportunities could arise as the fixed income landscape evolves in 2023?

By Colin Reedie

13 Feb 2023

3 min read

The case for Euro credit in three charts
Fixed income

The case for Euro credit in three charts

2022 has been a turbulent year for credit markets. Have spreads now widened to the point where...
By Corinne Lewis-ReynierMarc Rovers
30 May 2022
4 min read
Widening spreads and Italian debt: will the ECB act?
Fixed income

Widening spreads and Italian debt: will the ECB act?

The inflationary impact of the war in Ukraine has added to pressures on managing Italian debt. He...
By Simon BellAmélie Chowna
27 May 2022
5 min read
Emerging market debt: down but not out
Fixed income

Emerging market debt: down but not out

We believe short-duration emerging market debt could present an opportunity amid an otherwise...
By Amélie ChownaSanchay Singla
18 May 2022
6 min read
Allocations for inflation (part 3): when bond theories collide
Fixed income

Allocations for inflation (part 3): when bond theories collide

In the third part of our series exploring the asset-allocation response to inflation, we look at...

By Christopher Jeffery

23 Mar 2022

4 min read

How has emerging-market credit fared during the Russia/Ukraine crisis?
Fixed income

How has emerging-market credit fared during the Russia/Ukraine crisis?

Emerging-market (EM) credit has been hit hard by the Russia/Ukraine situation . Both EM sovereign...
By Uday PatnaikRaza Agha
11 Mar 2022
3 min read
Not here for the (credit) duration…
James MacIntrye-Ure
Fixed income

Not here for the (credit) duration…

Why we prefer short-dated UK credit over longer-dated corporate bonds.
By James MacIntrye-Ure
17 Feb 2022
3 min read
2022 EM credit outlook: after a difficult year
Fixed income

2022 EM credit outlook: after a difficult year

2021 has been a tough year for emerging market bonds. What comes next?
By Uday PatnaikRaza Agha
06 Dec 2021
4 min read