Fixed Income

Investment analysis for yield and duration-focused investors

Podcast: What’s behind the global bond selloff? Market Talk
  • 21 hours ago

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on how higher long-end yields shaping cross-asset performance.

Beyond Treasuries - the case for taxable US municipal bonds
  • 03 Sep 2026

Resilient fundamentals and attractive relative value beyond Treasuries.

Dollars and Sense podcast
  • 03 Sep 2026

In this episode of Dollars and Sense, we discuss how securitised credit can diversify portfolios and deliver resilient fixed income returns.

Balancing risk and capturing opportunity in fixed income
  • 02 Sep 2026

Why we believe an active, flexible approach to fixed income may provide attractive income and improve resilience in portfolios.

The world isn't cutting rates in sync anymore. Why this matters for portfolios
  • 02 Sep 2026

Quick Thoughts: Making Sense of Bewildering Bonds
  • 02 Sep 2026

Stephen Dover, Head of Franklin Templeton Institute, explores what is driving the recent rise in bond yields, and what it means for investors.

Market moves & themes that mattered: August 2026
  • 02 Sep 2026

A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.

What Makes Systematic Bond Alpha Repeatable?
  • 01 Sep 2026

The ingredients that make alpha repeatable—and why many firms struggle to deliver.

Bonds under pressure as Hormuz conflict flares up
  • 01 Sep 2026

Global bond yields remain under pressure as Strait of Hormuz tensions flare. The 10-year JGB tops 3% for the first time since 1996, S&P affirms India's 'BBB' rating and the Bank of Korea hikes to 3...