Fixed Income

Investment analysis for yield and duration-focused investors

In Credit Weekly Snapshot – What’s new pussycat?
  • 15 hours ago

Larry the long-serving 10 Downing Street cat is set to welcome yet another UK prime minister, the seventh in a decade. Elsewhere, there was a repricing of interest rate risk on hawkish noises from...

Rate hikes would be a mistake
  • 15 hours ago

We believe the US Federal Reserve (Fed) will not hike rates — and that it would be a mistake to do so. Despite market consensus pricing in two rate hikes, the U.S. economy is on a structurally weak...

Multi-asset chart of the month for June: Astronomical IPOs redefine markets
  • 15 hours ago

The size of the SpaceX IPO is taking equity issuance to a whole new level.

Value Stocks: The Cash-Flow Case for a Continuing Comeback
  • 23 Jun 2026

Are value stocks finally turning the corner? Recent trends are encouraging. It’s easy to understand why investors are skeptical about value stocks. After nearly two decades of chronic weakness, val...

The Federal Reserve’s New Leader Lays Out His Agenda
  • 23 Jun 2026

The real information from Kevin Warsh’s first meeting as Fed chair wasn’t from the rate decision. Kevin Warsh, the newly appointed Federal Reserve chair, led his first committee meeting in June. Th...

America at 250 – Innovation, Market Leadership and the Power of Compounding
  • 23 Jun 2026

As the United States approaches its 250th Independence Day, Derek Harris, Head of Global Wealth Management Portfolio and Investment Strategy speaks with Jared Woodard, Head of the Research Investme...

Tug Of War
  • 23 Jun 2026

The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.

Bond navigators: understanding what drives index linked bonds
  • 23 Jun 2026

There is a question many fixed income investors ask: If inflation has remained relatively sticky, why have index linked bonds struggled at times?

Beyond Developed Markets: The Case for Emerging Market Local Debt Today
  • 22 Jun 2026