Fixed Income

Investment analysis for yield and duration-focused investors

Data centres: the credit opportunity beyond hyperscalers
  • 13 hours ago

As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.

Tokenised vs. conventional funds: A Hong Kong field guide
  • 13 hours ago

Learn how Hong Kong regulates tokenised funds, including custody, issuance, trading, and how they compare with conventional investment funds.

EM monthly - Half Time
  • 13 hours ago

As markets head into the second half, resilient fundamentals and supportive technicals continue to underpin emerging market credit. Warren Hyland takes stock of an eventful first six months and set...

Beyond individual bonds: Why target maturity ETFs may be a better way to build bond ladders
  • 13 hours ago

By staggering maturities over time, ladders can help investors avoid reinvesting large portions of a portfolio at a single point in the rate cycle while maintaining visibility into future cash flows.

Beyond Traditional Credit – The Growing Role of AAA CLOs in Investor Portfolios
  • 22 Jul 2026

In our latest podcast, Portfolio Manager Sam McGairl explores why AAA CLOs have attracted growing attention, how their structural characteristics have contributed to their resilience across market...

At the Edge of Insurability: When Wildfire Risk Becomes Investment Risk
  • 22 Jul 2026

Wildfires offer a case study in how climate-related risks can spread to capital markets. From severe wildfires in northern Ontario to record heat across Europe, extreme weather is back in the headl...

Midyear Market Outlook: AI, Inflation and Where Investors See Opportunity
  • 22 Jul 2026

The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...

Bond yield metrics: How they work
  • 21 Jul 2026

Bond yield metrics can help investors assess the risk/reward profile of fixed income investments. Learn how to assess a bond’s yield relative to your goals.

The changing makeup of the Global Market Portfolio
  • 21 Jul 2026

As GMP swelled to record highs, asset weights shifted: equity weights fell, bonds grew, and alternatives surged, signaling changing investor priorities.