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