Fixed Income

Investment analysis for yield and duration-focused investors

Podcast: Behind the headlines: Private credit defaults, recoveries and AI risk
  • 30 Jul 2026

Explore our latest Private Capital Call episode featuring KBRA's Chief Rating Officer Bill Cox and Head of Default Research Eric R...

Emerging Markets: The Half-Time Team Talk
  • 30 Jul 2026

What does a football half-time team talk have in common with emerging market credit? In our latest Muzinich Podcast, Warren Hyland, Head of Emerging Markets, uses the football-inspired framework f...

July FOMC Recap—More Bark Than Bite?
  • 30 Jul 2026

The Fed held rates steady today as Chair Warsh’s tough talk on inflation failed to translate into action.

Bond Bulletin: Cracking under pressure
  • 30 Jul 2026

This week's Bond Bulletin explores how renewed geopolitical tensions in the Middle East are reshaping the oil complex, why the price at the pump has decoupled from the price of crude, and what it a...

Beyond spread: Why Europe’s growing high yield market is creating new opportunities
  • 29 Jul 2026

Much has been made of historically tight spreads in European high yield, with some investors questioning whether the asset class still offers attractive opportunities. Yet a closer look at the resu...

High-Conviction Views: The time for short-duration bonds
  • 29 Jul 2026

Why we believe investors should actively consider short-duration fixed income.

US Credit
  • 29 Jul 2026

Global Credit
  • 29 Jul 2026

Emerging Markets Debt
  • 29 Jul 2026