Fixed Income

Investment analysis for yield and duration-focused investors

Take Two: Fed signals further rate increase; US stocks hit record high
  • 23 hours ago

What do you need to know? US interest rates are likely to increase again before the end of 2026, the minutes of the Federal Reserve’s latest meeting showed. All members of the rate-setting committe...

The Case for Global Income
  • 23 hours ago

Global income strategies diversify income sources across equities, bonds and structured solutions to deliver resilient cash flow and long-term return potential according to Templeton Global Investm...

A real revolution – why have UK real yields increased so much?
  • 23 hours ago

Why have UK real yields risen? Explore how higher rates, long duration and changing demand have affected UK index-linked gilts.

Senior Loan Talking Points
  • 23 hours ago

Weekly insights from Voya's Senior Loan fund manager and CIO.

Global Rates & FX Views: Global bond selloff & credit impact
  • 11 Oct 2026

Please join Sphia Salim in discussion with Ralf Preusser and Meghan Swiber alongside our colleagues from credit (Neha Khoda, Head of US credit strategy and Barnaby Martin, Head of European credit s...

Asset Management: Monthly Macro Insights - October 2026
  • 10 Oct 2026

As the end of 2026 approaches, the global economy is being pulled in opposite directions. Massive investment in artificial intelligence continues to support growth and financial markets, while geop...

Today's Options Market Update
  • 09 Oct 2026

Today's September jobs report showed 254,000 positions added, way above the 140,000 analysts had expected. Treasury yields and stocks jumped on the news as recession fears receded.

What Higher Interest Rates Are Telling Insurance Investors
  • 09 Oct 2026

Higher government bond yields seem to be driven by factors beyond inflation expectations.

Global Investment Strategy Committee Outlook Q4 2026
  • 09 Oct 2026

Strong earnings and ongoing benign credit conditions on the one hand, and the accelerated adjustment in sovereign long-term yields and heightened signals of inflation propagation on the other, are...