Unpacking the most pressing issues facing fixed income investors today, including rates, spreads, volatility, and the Federal Reserve.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Passive bond ETFs aim to provide representative market exposure, but inadequate market data means they may not deliver what they promise.
For investors who are relatively new to securitized fixed income, recent market volatility may have provided the first opportunity to witness how securitized sectors might respond when equity markets pull back.
With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
We consider what current yields have historically meant for investors.
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
First impressions from credit markets to President Trump's Liberation Day.
How fixed income markets are responding to Trump’s sweeping tariffs.
How investors can fortify bond allocations by seeking out the unique market structures and pricing differentials available in the global corporate credit market.
Despite uncertainty surrounding a raft of Trump administration initiatives, steady economic data caused the Fed to hold firm.
Assessing credit markets as they respond to proposals for increased fiscal spending in Germany and a tonal shift at the ECB.