Bond Bulletin: EM local heroes
In this week's Bond Bulletin we explore why stronger emerging market (EM) sovereign fundamentals, generous real yields and a more stable investor base make the case for the asset class harder to ignore.
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Fixed income insights
We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.
In this week's Bond Bulletin we explore why stronger emerging market (EM) sovereign fundamentals, generous real yields and a more stable investor base make the case for the asset class harder to ignore.
I’m often asked by clients where we see value in global investment grade (IG) credit spreads. This isn’t usually a straightforward answer, as so much depends on context.
Uncover 2026’s most compelling market surprises with predictions on U.S. yields, gold prices, high yield spreads, and emerging market bonds. Get actionable insights from Bob Michele and Kelsey Berro to guide your portfolio decisions.
Active strategies and rigorous bottom-up research can assist investors in navigating policy uncertainty and any accompanying volatility.
Our team leads discuss our trading capabilities and risk management.