Fixed Income

Investment analysis for yield and duration-focused investors

Iain Stealey
  • 24 Mar 2026

Iain Stealey, CFA, managing director, is the International Chief Investment Officer within the Global Fixed Income, Currency and Commodities (GFICC) group.

Five questions: Sustainable Global Investment Grade Credit
  • 24 Mar 2026

The what's, the why's and the wherefores of the strategy.

Want Lasting Multi-Asset Income? Consider Expanding Sources
  • 24 Mar 2026

An effective multi‑asset income strategy should tap non-traditional sources besides stocks and bonds. The multi-asset playing field presents income investors with broad opportunities across asset c...

Prudent Swiss central bank focuses on the franc amid uncertainty
  • 24 Mar 2026

With rising energy prices alleviating deflation concerns, the Swiss central bank turned its focus to the appreciating franc.

Diversification Without Complication: The Case for Global Bonds in 2026
  • 24 Mar 2026

March 24, 2026 Diversification Without Complication: The Case for Global Bonds in 2026 After an extended period of declining yields and credit spreads, we be...

Credit outlook: Halo, is it me you're looking for?
  • 24 Mar 2026

AI shocks and energy turmoil are reshaping credit. Discover why HALO assets offer resilience and where risks are rising now.

In Credit Weekly Snapshot – The curve that got away
  • 24 Mar 2026

The EUR swap curve is telling a fascinating story amid the Iran conflict.

Global Fixed Income Views 2Q 2026
  • 24 Mar 2026

Against the backdrop of a geopolitical and energy market shock, we significantly reduce the probability of economic expansion (still marginally our base case) and increase the likelihood of contrac...

External shocks complicate Fed and BOJ policy paths
  • 23 Mar 2026

The Fed and the BOJ held policy rates steady, but external energy and geopolitical shocks have complicated their policy outlooks. New risks raise the bar for action, even as formal guidance remains...