Fixed Income

Investment analysis for yield and duration-focused investors

Election boosts Costa Rica’s “rising star” path toward investment grade
  • 3 days ago

The election outcome therefore does not change already improving economic fundamentals for Costa Rica; rather, it makes the positive credit story more credible.

Private Credit Direct Lending Outlook: Tailwinds for 2026
  • 3 days ago

Private credit direct lending may benefit from a favorable regulatory and tax regime in 2026, along with lower rates and ongoing constraints on bank lending.

Convertible securities: What they are and how they work
  • 3 days ago

Convertible securities are securities, such as bonds or notes, that holders can convert into different securities. Learn more on this hybrid asset class.

Fixed Income Forward: February 2026
  • 3 days ago

We foresee a narrower range of macro outcomes in 2026. Our base case of a reflation-type macro scenario with overall accommodative financial conditions supports a carry environment. We also note th...

Key takeaways from the Opportunity in European Private Credit webinar
  • 3 days ago

Discover how European upper mid‑market private credit may offer resilient income, attractive risk‑adjusted returns, and efficient portfolio diversification.

The Cost of Big Ideas: Will New York City’s Credit Remain Sound?
  • 3 days ago

New York City's credit profile could be negatively impacted by Mayor Mamdani's policies if excessive borrowing and higher spending are not supported by appropriate funding sources.

S&P Global Dividend 100 Index: Where High Yield Meets Quality
  • 3 days ago

When selecting a high yield dividend strategy, headline yield matters—but so does the strength of the companies delivering it. The ability to sustain and grow dividends over time often depends on u...

Data sets – factor investing in corporate bonds
  • 3 days ago

Not convinced that factor investing works in credits? Check out our data sets.

Sustainable Asia is rich with alpha opportunities
  • 3 days ago

Asia leads the sustainable transition: AI, renewables, smart grids and credit strength create compelling alpha opportunities for 2026 investors.