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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.

    08-06-2023

    Done with the debt ceiling drama, now onto the TGA

    With the US debt ceiling crisis behind us, we ask what the draining of the Treasury General Account (TGA), and its needed replenishment, could mean for the US economy and for fixed income investors.

    Read more
    01-06-2023

    China dances to its own rhythm

    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.

    Read more
    25-05-2023

    Are we there yet?

    Investors have been preparing their portfolios for the one of the most anticipated recessions of all time, but when that recession begins remains uncertain.

    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
    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

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