Why the shifting position of the Fed offers potentially another reason to consider locking in yields on today’s corporate bonds.
Insights
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Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
Investors can harness brighter recovery prospects in Europe by exploring markets with better relative value.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
The grind tighter in credit spreads has continued unabated. How can investors navigate this environment as uncertainties remain?
Why bond investors need a new playbook to maximize a fixed income allocation’s potential.
Three reasons why longer-dated bonds have struggled during 2025 despite central bank rate cuts.
Exploring the potential interplay between government and corporate debt levels.
The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.
Improving EM fundamentals are driving sovereign credit rating upgrades, which have been more than double the number of downgrades so far in 2025.
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.