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    1. Fixed income investing

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    Fixed income investing

    The future of fixed income is anything but fixed

    From recession to recovery, and whether you’re investing for income or growth, fixed income is a vital part of a diversified portfolio. But today’s unprecedented investment landscape reminds us that the future of fixed income is anything but fixed.

    Insights

    Featured Weekly Bond Bulletin Quarterly views
    Featured

    Sovereign emissions data: Facts and best practices

    Explore our best practices for integrating sovereign emissions data into portfolios for investors interested in mitigating risk and making an impact.

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    Green bonds: Finding sustainability, finding value

    Demand is growing for investments that have the potential both to do well and do good – not only in equity markets, but across the board, Sustainable fixed income is no exception.

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    Investment Grade (IG) Credit Strategy

    As countries continue their vaccination rollouts and business activity rebounds further, companies have registered a gradual strengthening in corporate balance sheets in both the US and Europe.

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    Weekly Bond Bulletin
    16-03-2023

    Rate hikes – A fork in the road

    Ongoing inflationary pressure, combined with the recent challenges in the US regional banking system, poses a rate-hiking dilemma for policymakers.

    Read more
    09-03-2023

    The changing nature of emerging market debt

    Once the wild west of fixed income markets, emerging market debt (EMD) has developed into a mainstream asset class and a staple for portfolios. Away from the noise of day-to-day market movements, we examine the long-term future for the asset class.

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    02-03-2023

    Solving the dollar dilemma

    After declining significantly in the fourth quarter of 2022 and January 2023, the US dollar has staged a comeback in February. We assess if this is the start of a new trend or whether the dollar is set to resume its decline.

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    23-02-2023

    Second chance saloon

    Bond yields have come full circle as investors contend with the probability of a delayed recession. We think the sell-off in yields offers a second chance to get into bonds at historically attractive valuations.

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    16-02-2023

    The flight path for European high yield

    Investors are now expecting a soft landing in Europe, resulting in tighter credit spreads over recent weeks. We examine what could happen next in the European high yield market.

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    09-02-2023

    Too fast, too furious?

    Investors have begun reducing the probability of a recession in 2023 but have markets come too far, too fast?

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    02-02-2023

    Revisiting US duration

    Slowing inflation in the US, particularly signs of slower wage growth, underpinned the recent smaller interest rate increase from the Federal Reserve. We explore the possibility that the US rate-hiking cycle could be coming to an end and what that means for fixed income positioning.

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    27-01-2023

    Europe to surprise?

    Gain insights on fundamentals, quantitative valuations, technical and more in the weekly report by the Global Fixed Income, Currency & Commodities (GFICC) team.

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    20-01-2023

    Bank of Japan – Exception to the rule

    As energy prices and inflation decline across the eurozone, we explore the possibility that fixed income markets may be overestimating future rate hikes from the European Central Bank (ECB).

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    Quarterly views

    Global Fixed Income Views

    Unprecedented stimulus was effective yet challenges remain. Above Trend Growth is still our base case; our preferences include certain U.S. corporates, munis.

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    Emerging Market Debt Quarterly Strategy

    Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.

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    Fixed Income Investment Quarterly Webconference

    Join Iain Stealey, International Chief Investment Officer for our Global Fixed Income, Currency & Commodities Group, as he recaps the key themes to emerge from the team's latest quarterly investment meeting.

    Learn more
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    Fixed income funds


    Whether you’re investing for income or seeking diversification and volatility management in a growth portfolio, we have fixed income solutions to help you achieve your goals.

     

    SEE THE FUNDS

    The value of investments may go down as well as up and investors may not get back the full amount invested.

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