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.
Global strategies that span markets and sectors, designed to meet the demands
of today’s fixed income investors.
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Our fixed income platform is founded on shared knowledge and expertise that comes with over 60 years of experience across market cycles. Our specialist investment teams offer opportunities across every major fixed income sector, seeking to deliver consistently strong risk-adjusted returns.
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A common research language ensures our most compelling ideas are fully reflected in portfolios, while multi-dimensional risk management is embedded at every stage of our investment process.
A wide variety of outcome-oriented solutions designed to help our clients build stronger fixed income portfolios.
Learn about our resources, insights and discipline that power the Global Fixed Income, Currency and Commodities team.
Fixed income insights
We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.
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.
I’m often asked by clients where we see value in global investment grade (IG) credit spreads. This isn’t usually a straightforward answer, as so much depends on context.
Bob Michele, the global Chief Investment Officer of Global Fixed Income, Currency & Commodities group, discusses the extraordinary monetary and fiscal response to COVID-19 across the world.
With returns likely more sparse and volatility likely more frequent, knowing what you own will prove paramount with regard to portfolio construction.
Our team leads discuss our trading capabilities and risk management.
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