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    1. Fixed Income Insights | Portfolio Insights

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    Fixed income insights

     

     

    Explore regular fixed income strategy updates, in-depth bond market analysis and detailed macro research from our specialist investment teams and global strategists. 

    Bitesize bond views

    Stay on top of all the latest moves on global bond markets with our weekly Bond Bulletin.

    21-09-2023

    Time to revisit emerging market external debt?

    Emerging market external debt has been out of favour with investors throughout 2023. We explore whether yields of 8.6% may finally tempt them to get back in.

    Read more
    13-09-2023

    Waning US exceptionalism includes the US dollar

    Investors have plenty of good reasons to be long the US dollar, which is now the highest carry currency in the G10 and supported by economic growth. However, market valuations are reaching elevated levels and we expect the risk-reward picture to increasingly favour being short the US dollar.

    Read more
    06-09-2023

    Are credit catalysts changing?

    Credit markets have performed well over 2023. However, the bottom-up and top-down outlooks now present a conflict for the future path.

    Read more

    Portfolio positioning analysis

    Find out how we’re positioning our global fixed income and emerging market debt portfolios, based on our latest quarterly economic and market views.   

    Fixed Income Views

    Keep up to date with the investment themes and strategy implications from our global fixed income quarterly investment meeting.

    Explore our views

    Emerging Markets Debt Quarterly Strategy Report

    Find out our views on emerging market debt, including our latest base case assumptions for the asset class.

    Read the report

    Fixed Income Investment Quarterly Webcast

    Register to join live or to stream the latest replay, as International Fixed Income CIO Iain Stealey presents the key outcomes from our most recent quarterly investment meeting.

    Register here

    Macro and thematic research

    Macro perspectives Asset class themes
    Macro perspectives

    Keep track of the biggest economic and market developments with our fixed income chart pack and six-monthly investment outlook.

    Guide to the Markets: Fixed income

    Our quarterly slide pack provides all the data investors need to assess risks and opportunities on global bond markets.

    View the slides

    Investment Outlook

    Read the latest economic forecasts and explore the key investment themes highlighted by our experienced team of Market Insights strategists.

    Explore the outlook

    Beyond the pause: What happens after peak rates?

    A likely pause in the US hiking cycle is now approaching. See how the peak in rates has impacted equity and bond markets in the past.

    Read more
    Asset class themes

    Use our flagship thematic and capital markets research to explore long-term expectations for asset class returns and to help guide strategic portfolio allocations. 

    Long-Term Capital Market Assumptions

    Our annually updated return projections are designed to provide long-term strategic perspectives and help guide active asset allocation decisions.

    View the assumptions

    The cure for inflation is slower growth

    Bringing inflation back to target with higher real rates will require below-trend growth and prove painful to leveraged balance sheets.

    Read the article

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