Fixed Income

Investment analysis for yield and duration-focused investors

New Zealand Fixed Income Monthly (April 2026)
  • 14 hours ago

Given some key variables, our view is that the current data do not make a strong case for the RBNZ making a near-term move in the Official Cash Rate.

Key Convictions: Second quarter 2026
  • 14 hours ago

In this second quarter update, Western Asset believes global fixed-income markets face a more complex backdrop as geopolitics, rapid AI adoption and private credit scrutiny intersect.

Ahead of the Curve: Monthly Bond Market Recap and Outlook – April 2026
  • 19 May 2026

Canadian bond markets halted their advance in March, following a surge in near-term inflation expectations driven by rising energy prices amid heightened tensions in the Middle East and concerns ar...

The missing piece in climate investing: Euro government bonds
  • 19 May 2026

Explore how climate-focused Euro government bonds can strengthen portfolios through a systematic active ETF approach.

Australian Webcast: Australian Banks – Post Reporting Season reflections
  • 19 May 2026

Andrew Martin, Co-founder and Portfolio Manager at Alphinity, discusses the latest Australian bank results amid market volatility, including the impact of the Iran war, interest rate hikes, and the...

In Credit Weekly Snapshot – Burnham down the house
  • 19 May 2026

Gilts were inflamed as a path opened up for the mayor of Greater Manchester, Andy Burnham, to return to Westminster and potentially replace Keir Starmer as UK prime minister. Elsewhere, the global...

April European ETF Flows
  • 19 May 2026

European ETFs gathered US$45bn in April as risk appetite returned. Explore the latest ETF Snapshot for flows across equities, fixed income, commodities, emerging markets, clean energy and AAA-rated...

Rise above the noise
  • 19 May 2026

With yields reset and fiscal dynamics evolving, the fixed income opportunity set is changing. Tatjana Greil-Castro examines why participation, compounding and relative balance-sheet strength suppor...

Mispriced Opportunities in U.S. Small Caps
  • 19 May 2026

While the identification of such outperformers is largely down to good stock selection, the small-cap value opportunity set can become particularly attractive when dispersion widens and investors r...