Fixed Income

Investment analysis for yield and duration-focused investors

Asian currency outlook: Is the yen set to strengthen?
  • 23 hours ago

Explore why the Japanese yen and other Asian currencies could strengthen as inflation risks, policy shifts, and reduced carry trades weigh on the US dollar.

Insurance Insights Q3 2026: Evaluating AAA CLOs
  • 23 hours ago

A CLO is a structured finance vehicle that pools together broadly syndicated loans — typically senior secured loans issued by corporate borrowers.

How to build long-term performance: a Q&A with Swiss Fixed Income
  • 23 hours ago

Our head of Swiss Fixed Income reflects on nearly two decades of managing Swiss Franc Credit Bond, which recently marked an important milestone.

What matters from today’s Fed decision?
  • 23 hours ago

Financial market coverage by the UBS CIO House View. The US Federal Open Market Committee votes on interest rates Wednesday and is widely expected to raise the federal funds rate by 25 basis points...

Is the Bond Market Calling Washington’s Bluff?
  • 15 Sep 2026

Sticky inflation and high debt loads are turning sovereign paper into a source of portfolio risk.

Total yield ETFs
  • 15 Sep 2026

Rethinking equity income

Fixed Income Forward: September 2026
  • 15 Sep 2026

The era of ultra-low interest rates is over. It is time for a new regime of tighter money. Fixed income investors are once again being paid to own bonds.

In Credit Weekly Snapshot – No more zeros
  • 15 Sep 2026

With average interest rates of 14.7% over the past four millennia, and 4.7% over the past 400 years, the real anomaly was the zero-rate period of the 2000s.

Securitization in Focus—August 2026
  • 15 Sep 2026