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.
Since late 2022, China has shifted from stringent Covid policies to a full-scale reopening. However, it hasn’t been the big bang that many investors were expecting. We focus on what a weaker-than-expected China growth story means for fixed income investors.
Investors have been preparing their portfolios for the one of the most anticipated recessions of all time, but when that recession begins remains uncertain.
Emerging market (EM) local currency debt has performed well year to date and we believe the developed vs emerging market dynamic, as well as macroeconomic conditions will help the asset class continue delivering healthy returns for the remainder of year.
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.
Keep track of the biggest economic and market developments with our fixed income chart pack and six-monthly investment outlook.
Use our flagship thematic and capital markets research to explore long-term expectations for asset class returns and to help guide strategic portfolio allocations.
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