Markets Recon

Fixed Income

Investment analysis for yield and duration-focused investors

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The archive

All Fixed Income insights.

Source Title Topics Published Actions
Fidelity International Recalibrating for a world of higher interest rates and profit margins
Invesco 2027 Investment Outlook – Asia Fixed Income: Investment Grade
Invesco Weekly market insights: What a slower AI buildout may mean for markets
LSEG How FX conventions can affect index performance
Standard Chartered US mid-term blue tsunami – what changes for investors?
BNY Investments Monthly Checkpoints: November 2026
Columbia Threadneedle Investments In Credit Weekly Snapshot – Roller coaster
HSBC Asset Management Navigate change – Where Fixed Income meets opportunity – Focus on Euro Credit
HSBC Asset Management Navigate change – Where Fixed Income meets opportunity – Focus on Short Duration
Impax Asset Management One sector, many markets: navigating high yield telecoms
Invesco Broadening the opportunity set in upper middle market
Newfleet Asset Management High Yield Market Update: October 2026
PIMCO Active vs. Passive: Why Fixed Income and Equities Tell Different Stories
RBC BlueBay Asset Management Private assets in emerging markets
State Street Investment Management US resilience stands out as rates move higher
William Blair Economic Perspectives—Connecting the Headlines Across Global Markets
BNP Paribas Asset Management Take Two: Tech stocks hit after US midterms; Bank of England hikes interest rates
Robeco SI Debate: Is sovereign engagement knocking on the right door?
Standard Chartered Carry, currency and conviction in a volatile 2026
Amundi Democratic sweep reshapes US policy constraints, market leadership and investor positioning
Aviva Investors Bond Voyage: The globalization of Canadian credit
Capital Group AI and credit: Looking beyond the technology race
CF Benchmarks Crypto's Post Midterm Sell-Off
Invesco What a slower AI buildout may mean for markets
DPAM Navigating shifts in bond supply and demand

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