Fixed Income

Investment analysis for yield and duration-focused investors

A new Fed era under Warsh
  • 22 Jun 2026

The Fed left interest rates in the range 3.5% - 3.75%, a widely expected outcome. The decision to hold was unanimous.

Pursuing positive impact through fixed income
  • 22 Jun 2026

From 17th‑century Dutch flood defences to modern social bonds, fixed income has long financed vital public needs – emerging as a powerful, scalable force for measurable social impact.

The Credit Market Lens: Sharpe Is Back in Emerging Markets
  • 22 Jun 2026

Why emerging market bonds are delivering the best risk-adjusted returns in fixed income, and what it means for multi-asset portfolios in 2026.

Real assets: diversification through conflict
  • 22 Jun 2026

Real assets show diverging correlations during conflict, reinforcing their role as dynamic diversifiers as inflation, rates, and geopolitical shocks reshape portfolios.

Singapore markets in transition: rethinking the role of equities, REITs and bonds
  • 19 Jun 2026

In a higher inflation and interest rate environment, we believe Singapore equities may be comparatively well positioned against REITs and bonds, supported by earnings growth and structural policy t...

Investing in opportunity, not the trend
  • 19 Jun 2026

In financial markets, prevailing wisdom rarely stands still for long. Over the past two decades investors have had to navigate the global financial crisis, the era of ultra-low interest rates, the...

Market Flash: Peace piece: Is the Middle East heading toward a lull?
  • 19 Jun 2026

•    Energy prices fell and markets rose after the US and Iran signed a memorandum of understanding. •    In the US, new Fed chairman Kevin Warsh left rates unchanged but had to withdraw mention of...

Debt, Geopolitics, and Humanoid Robotics: Unlocking Productivity in a Changing World
  • 19 Jun 2026

Explore one of our recent reports, which navigates the geopolitical race for humanoid dominance.

Ahead of the Curve: Monthly Bond Market Recap and Outlook – May 2026
  • 19 Jun 2026

Canadian bond markets continued their upward momentum in May, despite a continued rise in year-over-year inflation (2.8% in April vs. 2.4% in March) which came in below consensus expectations (3.1%...