Investment analysis for yield and duration-focused investors
Mid-year insights into how 2026 is unfolding and what lies ahead, featuring economic and market forecasts, AI infrastructure financing, and the evolving geopolitical landscape. Plus, market moves,...
AI leadership has left many stocks moving to a different rhythm. Investors should tune in. Something unusual is happening in the US equity market. AI infrastructure winners continue to power marke...
The US dollar led G10 currencies in June on resilient growth and higher yields, but softer payrolls may slow momentum.
Equities remain favored but improving bond prospects lead to a more balanced allocation across asset classes.
Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environme...
As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
Japan has spent the past year as one of the developed world’s most out-of-favour government bond markets. While Japanese government bonds (JGBs) have recently outperformed, it remains to be seen wh...
Tight spreads often push investors to reach for yield in lower-quality credit. We think more durable opportunities lie elsewhere – pull-to-par, carry earned without taking on distressed credit risk...
Uneven markets may create new opportunities for investors willing to look beyond home. As the forces shaping bond markets become more local, the opportunities become more global. From energy stress...
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