<p>Fixed Income Insights</p>

Bond Bulletin: An OAT-rageous autumn in France

French government bonds (Obligations assimilables du Trésor, or OATs) have just endured one of their most violent repricings in over a decade, with OAT-Bund spreads soaring from below 100 basis points (bps) to roughly 160 bps in a matter of weeks. In this week's Bond Bulletin, we explore why French paper has sold off so sharply, how much of the move is fundamental versus technical, and what the episode means for fixed income investors.

Bond Bulletin: Capturing carry in US high yield

US high yield has remained resilient in 2026, despite spreads sitting on the tighter end relative to historical levels. In this week's Bond Bulletin we explore what’s driving this strength and where the most compelling opportunities lie.

Bond Bulletin: Government bonds – Curve your enthusiasm

Central banks across most developed market economies have shifted towards tighter monetary policy in recent weeks and regained some credibility on inflation. This week’s Bond Bulletin examines the implications for the long-suffering long end of government bond yield curves.