Fixed Income

Investment analysis for yield and duration-focused investors

Energy shock or inflation shock? Why the distinction matters
  • 20 Aug 2026

Higher energy prices have lifted headline inflation across most economies, raising concerns about the implications for monetary policy and bond markets.

Financing the AI Infrastructure Boom
  • 20 Aug 2026

Western Asset: How the race for compute is reshaping credit markets.

EMD: Navigating geopolitics, rates volatility and valuations in a changing global regime
  • 20 Aug 2026

In this blog, we look at the forces shaping EMD over the remainder of the year and how we’re navigating them in our portfolios

The tech pillars shaping fixed income’s future
  • 20 Aug 2026

As the fixed income market evolves, Vanguard is pairing advanced technology with expert insight to enhance client outcomes over time.

Asset Class Returns Forecasts H2 2026
  • 19 Aug 2026

H2 2026 CMA update confirms a regime of ruptures, with expected returns improving in fixed income and selected equity markets.

Six investor questions for the final months of 2026
  • 19 Aug 2026

Global markets have navigated geopolitical tensions, higher oil prices and renewed AI concerns, yet growth and earnings remain resilient. We look at six key questions investors are asking as 2026 e...

Finding higher ground in active fixed income
  • 19 Aug 2026

Higher yields offer attractive income potential and a greater cushion against volatility, creating opportunities for active investors.

In Credit Weekly Snapshot – If I could turn back time
  • 18 Aug 2026

Our fixed income team provide their weekly snapshot of market events.

In Credit Weekly Snapshot – A little less conversation
  • 18 Aug 2026

The US July jobs report had plenty to say – little of it good. The economy shed 23,000 jobs versus consensus expectations for an 80,000 gain.