Fixed Income

Investment analysis for yield and duration-focused investors

Global Fixed Income Strategy – Monthly Update
  • 04 Jun 2026

US growth is increasingly driven by AI and tech capex, but spending still isn’t large enough to push the US to a strong 3.5-4% growth scenario.

AI: Focusing on Convertible Bonds
  • 04 Jun 2026

Convertible bonds allow investors to capture AI-driven growth while diversifying the risk associated with hyperscalers in equity indices.

Funding as the New AI Bottleneck: What Alphabet’s Move Reveals
  • 04 Jun 2026

Technology prowess and financing discipline will determine who stays ahead in the AI race. In the first phase of the generative AI boom, the winning strategy was straightforward: own the physica...

Bond Bulletin: EM local debt - Value after the rate repricing
  • 04 Jun 2026

Amid the continued closure of the Strait of Hormuz, concerns around energy supply disruption and the potential pass-through into inflation have quickly fed into global central bank pricing. In this...

The evolution of private credit: Understanding direct and parallel lending
  • 04 Jun 2026

Private credit is no longer one-size-fits-all. Understanding different lending models can help investors evaluate opportunities and balance risk and return, say Kirsten Bode and Gianpaolo Pellegrini.

The Power of Active Investing in Fixed Income
  • 04 Jun 2026

George Bory, chief investment strategist for Allspring Fixed Income, explains how active bond investing can enhance outcomes by focusing on investor needs, weighing opportunity costs, and capitaliz...

Chart to Watch: What’s behind the divergence between gold and real Treasury yields?
  • 04 Jun 2026

Gold and real Treasury yields appear decoupled, but the historical mechanism is still working. Central bank buying has just lifted the floor.

The Anatomy of Resilience: The S&P 500 Resilient Shareholder Yield Index
  • 04 Jun 2026

Equity markets have experienced volatility YTD, with Q1 2026 drawdowns driven by geopolitical uncertainty and stretched valuations giving way to a strong rebound in April and May. Amid these market...

Support levels in sovereign debt markets
  • 04 Jun 2026

Is the rise in major sovereign bond yields a temporary response to geopolitical tensions, or are markets settling into a new regime of higher rates?