<p>Fixed Income Insights</p>

Bond Bulletin: Brazil’s real October surprise

Brazilian assets remain under fierce pressure following a sharp sell-off triggered by the surprise election win of Brazil’s incumbent President Luiz Inacio Lula da Silva. This week’s Bond Bulletin looks at the election outcome’s impact on bonds, currencies and interest rates, and what could come next.

Bond Bulletin: An old hedge for a new risk

The market has begun separating companies with balance sheets that can fund their capital expenditure from those that cannot. In this week's Bond Bulletin, we explore how duration has reasserted itself as a hedge against AI sentiment risk.

Bond Bulletin: Banks make the grade

In this week's Bond Bulletin, we explore the initial third-quarter 2026 earnings results from US banks, with a focus on why the numbers look constructive for credit and what they mean for fixed income investors.