Fixed income

Peripherals versus the core: the pendulum swings
Fixed income

Peripherals versus the core: the pendulum swings

European bond investors are witnessing weaker bund yields and tighter peripheral credit spreads o...

By Simon BellAsset Allocation

27 Mar 2024

4 min read

Moving on up: is another ‘goldilocks’ year in store for high yield?
Fixed income

Moving on up: is another ‘goldilocks’ year in store for high yield?

Many investors thought 2023 would be a year of defaults and credit pressure. As it turns out, las...
By Martin ReevesSophia Hunt
18 Mar 2024
2 min read
Will the rates rally continue?
Christopher Jeffery
Fixed income

Will the rates rally continue?

Global government bonds delivered modestly positive returns in 2023 after two consecutive down...
By Christopher Jeffery
26 Feb 2024
2 min read
Look for the signs
Fixed income

Look for the signs

A significant increase in debt issuance, and therefore the growth of a particular sector, can oft...
By Marc RoversConnor Olvany
20 Feb 2024
3 min read
Emerging market debt: Time to shine?
Fixed income

Emerging market debt: Time to shine?

Given a resilient macroeconomic picture and supportive technicals, we believe the outlook for...

By Uday PatnaikRaza Agha

10 Jan 2024

3 min read

Podcast: Active Fixed Income outlook: 2024
Fixed income

Podcast: Active Fixed Income outlook: 2024

For the fixed income investor, Santa Claus really has been generous with his year-end rally, help...
By LGIMActive Fixed Income
18 Dec 2023
1 min read
What history tells us about high yield
Sophia Hunt
Fixed income

What history tells us about high yield

After a year of improving sentiment towards credit, when will high yield come in from the cold?
By Sophia Hunt
14 Dec 2023
3 min read
Santa Claus is comin’ to town – for now
Colin Reedie
Fixed income

Santa Claus is comin’ to town – for now

Despite economic resilience in 2023, our watchwords are 'caution' and 'selectivity' in 2024.
By Colin Reedie
12 Dec 2023
4 min read