Higher Treasury yields may present opportunities
Long-dated US Treasury yields have hit the headlines, as the Treasury intervened in the market.
Long-dated US Treasury yields have hit the headlines, as the Treasury intervened in the market.
Fixed income
AI-related funding needs are expected to support elevated credit issuance over the next few years. This may create investment opportunities, but also material risks.
07 August 2026
Fixed income
For investors’ next marginal fixed income allocation, we believe high yield bonds could be worth considering against private credit in the current environment.
31 July 2026
Fixed income
Our quarterly review and outlook provides a summary of key market changes before offering a more detailed look at our global and regional economic views
08 July 2026
Fixed income
Fallen angels have consistently outperformed comparable credit markets over most time periods.
02 July 2026
Global macro, Geopolitics
With oil inventories declining rapidly, we investigate where product shortages may start to appear.
19 June 2026
Fixed income
All eyes were on Kevin Warsh’s debut press conference as Fed chair, which confirmed a “hawkish tilt” at the central bank.
18 June 2026
Fixed income
Elevated policy rates continue to offer a clear opportunity to enhance income without taking on significant duration risk.
05 June 2026
Fixed income
We take a deeper look at the Bloomberg Global Aggregate Bond Index, and outline how active managers can seek to master this vast fixed income universe.
01 June 2026
Fixed income
Why inflation may stay higher for longer, and what we believe investors should do about it.
01 June 2026