Investment analysis for yield and duration-focused investors
Mid-year insights into how 2026 is unfolding and what lies ahead, featuring economic and market forecasts, AI infrastructure financing, and the evolving geopolitical landscape. Plus, market moves,...
AI leadership has left many stocks moving to a different rhythm. Investors should tune in. Something unusual is happening in the US equity market. AI infrastructure winners continue to power marke...
The US dollar led G10 currencies in June on resilient growth and higher yields, but softer payrolls may slow momentum.
Equities remain favored but improving bond prospects lead to a more balanced allocation across asset classes.
Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environme...
As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
Japan has spent the past year as one of the developed world’s most out-of-favour government bond markets. While Japanese government bonds (JGBs) have recently outperformed, it remains to be seen wh...
Bank of Canada holds rates at 2.25%, signaling confidence in the economy and a wait-and-see approach amid trade, inflation, and geopolitical risks.
The AI debate focuses on models, chips and market share. But the bigger story? Hundreds of billions in expected issuance across public and private markets, one of the largest financing waves credit...
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