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Fixed Income

Investment analysis for yield and duration-focused investors

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Source Title Topics Published Actions
S&P Global Japex seeks no more alternative LNG cargoes for Oct-March, raises JKM forecast
AllianceBernstein Speed Bumps? How Rate Spikes Shape US Stock Valuations
ETF Stream MSCI ejects Strategy from global benchmarks in blow to crypto treasury model
ETF Stream Traditional bond indices are a blunt instrument in portfolios
ETF Trends Election Results Indicate AGZD Could Be Advantageous
Ninety One Emerging Market Debt Indicator – October 2026
ETF Trends Why Does VFLO Hold More Health Care Than Its Value Benchmark?
Invesco Inside the markets | Helping you guide clients: October 2026 review
Van Lanschot Kempen Asset Allocation Outlook: November 2026
Voya IM Beyond Traditional Metrics: Excess Capital Yield’s More Complete Measure of Value
S&P Global Industry Credit Outlook: 2027 Will Test European Insurers On Multiple Fronts
BNP Paribas Asset Management The rise of decommissioning bonds in transition finance
Aegon Asset Management Capital Call Financing: An Investment-Grade Opportunity in Private Credit
UBS Growth and tightness
Royal London Clockwise: Cautiously optimistic into year-end
RICS Housing sales outlook weakest since 2023 as mortgage rates weigh on demand
Franklin Templeton Agency MBS—From Tactical Opportunity to Strategic Allocation
Federated Hermes El Niño: what credit investors need to know
CBRE Property and Debt in 2027: Can we be optimistic?
Ashmore Group EM equity and AI: cheap exposure today, broader impact tomorrow
Invesco 2027 Investment Outlook – Asia Fixed Income: High Yield
LSEG The equity cushion: Why US debt hasn't shaken markets
Newfleet Asset Management Spotlight on Global Credit: October 2026
Oaktree Capital Management A Layman Thinks About AI
Oaktree Capital Management A Layman Thinks About AI (Audio)

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