Fixed Income

Investment analysis for yield and duration-focused investors

Fixed Income Forward: July 2026
  • 23 hours ago

In a higher-for-longer environment, stable coupon income has re-emerged as the primary anchor of fixed income returns. Investment success will depend less on central bank forecasting and more on bu...

New Zealand Fixed Income Monthly (June 2026)
  • 23 hours ago

Movements in New Zealand bond rates suggest that the market has already been pricing in higher interest rates for some time. This is evident in the flattening of the yield curve, with longer maturi...

Infrastructure: private vs. publicly listed
  • 23 hours ago

As private infrastructure markets face slower deal activity, elevated interest rates and growing levels of undeployed capital, investors may want to reassess where they seek infrastructure exposure.

Positive structural case for EM won’t collapse under a few Fed hikes
  • 23 hours ago

EM resilience tested by Fed, fueled by long-term flows Emerging market equities have more than doubled the S&P 500's return year-to-date, and have held up well despite rising Fed hike expectations...

In Credit Weekly Snapshot – Back on the chain gang
  • 23 hours ago

France’s finances remain an issue, with political instability likely to delay efforts to tackle the deficit. Elsewhere, the Middle East weighs on central banks.

Chart to Watch: CLOs continue to lead the way in fixed income returns
  • 23 hours ago

Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.

PGIM hires David Blum to oversee US high yield real estate credit investments
  • 23 hours ago

Blum will support the firm’s ability to deliver flexible, value-driven debt capital solutions for investors and borrowers.

The Rise and Rise of Private Debt for Insurance Investors
  • 13 Jul 2026

Private debt keeps gaining ground in insurance portfolios for many reasons. Private debt is increasingly valued for how it can help insurers operationally and strategically: support liability match...

Green bonds: aligning mission and returns
  • 13 Jul 2026

Green bonds are no longer solely a sustainability story. They are becoming a way to access themes such as energy security, infrastructure modernisation, building efficiency and the global transitio...