Fixed Income

Investment analysis for yield and duration-focused investors

Muzinich Weekly Market Comment: Thank you, Powell – a steady hand in unsteady times
  • 14 hours ago

As markets grapple with rising geopolitical tensions, persistent inflation and renewed uncertainty over the path of US interest rates, Jerome Powell exits the Federal Reserve after steering the glo...

The week in markets: Rising stocks but sceptical bonds
  • 15 May 2026

Equity markets surged to record highs on strong tech momentum this week. But rising bond yields, higher inflation and continued geopolitical risks signalled growing concerns lingering beneath the s...

The role of private credit in today’s pension landscape
  • 15 May 2026

European private credit can offer pensions enhanced yield and diversification. We discuss four key types: collateralised loan obligations, direct lending, broadly syndicated loans, and distressed c...

Systematic High Quality Corporate Fixed Income: Q1 2026 commentary
  • 15 May 2026

In a period marked by volatility, SAFI’s disciplined, systematic signals (value and momentum) helped deliver resilient performance and consistent alpha.

Emerging Market Debt Commentary: April 2026
  • 15 May 2026

EM debt rebounded in April as improving risk sentiment lifted both hard and local currency debt, though geopolitical tensions and oil kept markets cautious.

Strategic allocation to emerging markets
  • 15 May 2026

Strategic allocation to emerging markets gains appeal as a new regime unfolds—resilient EM debt and equities, stronger fundamentals, and attractive valuations.

Stocks Slip From Fresh Highs
  • 15 May 2026

Surging bond yields cool record rally.

Wanted: Buyers for Treasury Debt
  • 15 May 2026

How can demand for Treasury securities be sustained? Carl Tannenbaum explains.

Can Value Stocks Offer Resilience to AI Disruption?
  • 14 May 2026

Value companies tend to either benefit or buffer as AI uncertainties play out. High-growth technology stocks still dominate the investment landscape, fueled by the promise of AI. But recent sign...