Fixed Income

Investment analysis for yield and duration-focused investors

What an Oil Shock Means for Monetary Policy
  • 20 hours ago

The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...

10 TAKEAWAYS FROM THE PAST THREE YEARS
  • 20 hours ago

After three years of live results, small-cap quality proved resilient. Lessons on tracking error, earnings growth, junk rallies, and why disciplined research matters more in small caps now.

Market moves & themes that mattered: March 2026
  • 20 hours ago

A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.

How will real estate lending navigate today’s geopolitical uncertainty?
  • 20 hours ago

Dominic Silman, Dave White and Craig Oram reflect on the conflict in the Middle East, current private credit headlines and what they both mean for real estate debt.

Equity Outlook: Middle East War, Energy Shock Test Fragile Markets
  • 20 hours ago

Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...

Market moves & themes that mattered: March 2026
  • 20 hours ago

A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.

Bond navigators: Stagflation déjà vu? Why 2026 is not a 2022 re-run
  • 20 hours ago

March brought back a word markets would rather forget: stagflation. Expectations of sticky inflation alongside softening growth saw government bond markets reach instinctively for the 2022 playbook.

Private credit fault lines
  • 01 Apr 2026

Back in January, the dominant narrative in private credit was that negative headlines pointed to isolated events and a normalisation of flows, not systemic credit stress. Today, the picture is evol...

Fixed-Income Outlook: From Oil Shock to Oil Spillover?
  • 01 Apr 2026

Oil’s rise could linger. Here are six ways bond investors can build resilience. Geopolitics rarely stay contained to the headlines for long. Conflict in the Middle East is already reverberating t...