Fixed Income

Investment analysis for yield and duration-focused investors

Data centres: the credit opportunity beyond hyperscalers
  • 23 Jul 2026

As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.

Tokenised vs. conventional funds: A Hong Kong field guide
  • 23 Jul 2026

Learn how Hong Kong regulates tokenised funds, including custody, issuance, trading, and how they compare with conventional investment funds.

EM monthly - Half Time
  • 23 Jul 2026

As markets head into the second half, resilient fundamentals and supportive technicals continue to underpin emerging market credit. Warren Hyland takes stock of an eventful first six months and set...

Beyond individual bonds: Why target maturity ETFs may be a better way to build bond ladders
  • 23 Jul 2026

By staggering maturities over time, ladders can help investors avoid reinvesting large portions of a portfolio at a single point in the rate cycle while maintaining visibility into future cash flows.

StepStone Group to Announce First Quarter Fiscal 2027 Results on August 6, 2026
  • 23 Jul 2026

StepStone Group Inc. (Nasdaq: STEP) today announced that the Company will release its results for the quarter ended June 30, 2026, after the market closes on Thursday, August 6, 2026. This represen...

Developed market government borrowing costs are at a 20-year flashpoint
  • 23 Jul 2026

Developed market bonds are trading near their yield highs, or price lows, last seen 15 to 20 years ago. While inflation is partly to blame, another factor is...

Bond Bulletin: All eyes on Andy Burnham
  • 23 Jul 2026

The UK has a new prime minister, but the tightrope of fiscal headroom and the scrutiny of the bond markets remains. In this week's Bond Bulletin we explore what Andy Burnham's arrival in Number 10...

B(ey)ond green - July 2026
  • 23 Jul 2026

The team's quarterly round-up Fixed Income

Beyond Traditional Credit – The Growing Role of AAA CLOs in Investor Portfolios
  • 22 Jul 2026

In our latest podcast, Portfolio Manager Sam McGairl explores why AAA CLOs have attracted growing attention, how their structural characteristics have contributed to their resilience across market...