Fixed Income

Investment analysis for yield and duration-focused investors

Emerging market debt is making a comeback
  • 9 hours ago

Emerging market debt seems to be enjoying a revival. Our CIO Emerging Market Debt discusses the renewed interest in this asset class, his team’s expectations for 2026, and where he sees opportuniti...

New Zealand Fixed Income Monthly (July 2026)
  • 9 hours ago

The RBNZ’s first rate hike since Maly 2023 represents the central bank’s first step in returning towards a neutral cash rate. However, we feel the point at which interest rates could be deemed neit...

Hiring a Systematic Bond Manager? Seven Questions for Candidates
  • 05 Aug 2026

Systematic bond investing needs specialist skills and resources. Has your manager got what it takes? Investors are warming to systematic processes in bond markets. In this new approach, a dynamic m...

Why may correlations turn positive?
  • 05 Aug 2026

Positive correlation between risk assets and government bonds breaks the roles these asset classes play within a portfolio. Here, we outline why correlations have risen, and how investors can seek...

2Q26 Alternative Credit Market Overview
  • 05 Aug 2026

1. Source: Federal Reserve Bank of New York; data as of July 17, 2026. 2. Source: Federal Reserve Bank of St. Louis; data as of May 31, 2026. 3. Source: Bureau of Labor Statistics; data as of July...

Fixed Income Investing for Stronger Portfolios
  • 04 Aug 2026

Explore our range of active fixed income investing solutions designed to help global investors build stronger portfolio and manage risk effectively.

Emerging Asia (ex China) government bonds monthly
  • 04 Aug 2026

Explore monthly insights on key developments across India, Indonesia, Malaysia, the Philippines and Thailand government bond markets. Read the report.

Market moves & themes that mattered: July 2026
  • 04 Aug 2026

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

Further Tightening Remains on the Table as BOJ Keeps Rates Unchanged
  • 04 Aug 2026

[External Link] Kei Fujimoto, Senior Economist at SuMi TRUST AM, shared his views with the media on the Bank of Japan's policy outlook, highlighting the potential for a faster pace of monetary tigh...