Fixed Income

Investment analysis for yield and duration-focused investors

Postcards from emerging markets – Colombia
  • 14 hours ago

A new adminstration in Colombia seeks to restore financial discipline. Hard currency Colombian sovereign bonds may offer value.

ANZ Sustainable Finance Insights Q3 2026
  • 14 hours ago

Market and industry updates, emerging trends and global activity around sustainable and green loans, bonds and linked loans, and transition finance.

Policy, promises, and affordability
  • 14 hours ago

Markets may be becalmed in anticipation of tomorrow’s US monetary policy decision. However, the meeting is expected to leave interest rates unchanged and investors are skeptical that Federal Reserve

The Weekly Brief
  • 26 Oct 2026

The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...

A different perspective on rising government bond yields
  • 26 Oct 2026

Government bond yields have moved higher, but without unsettling equity markets. The reasons behind the rise could help explain why.

In High Yield, Shorter May Be Smarter
  • 26 Oct 2026

The case for doing more with less just got stronger.

Emerging Market Debt: Navigating the Disconnect
  • 26 Oct 2026

Emerging market fixed income entered the fourth quarter of 2026 with an attractive combination of resilient fundamentals and scope for selective growth opportunities.

Market Perspectives: The sum of all fears
  • 26 Oct 2026

Renewed volatility across equity and bond markets reflects the convergence of several familiar risks: fiscal and political

UK Real Estate: Talking Points October 2026
  • 26 Oct 2026

Explore the latest UK real estate trends, including yield repricing, rental growth, resilient occupier demand