Fixed Income

Investment analysis for yield and duration-focused investors

Indexing impact bonds: insights into a growing and maturing market
  • 11 hours ago

Impact bonds hit $5.3T. Explore GSS bond growth, trends and how indexing improves transparency, comparability and performance tracking.

Governance is the alpha: Gulf family capital in 2026
  • 07 Apr 2026

Key 2026 trends shaping Sharia asset management for family offices — from compliant private credit and governance frameworks to AI-driven portfolio operations.

97: Beyond the Straight - Hormuz Disruption and Market Implications (April)
  • 07 Apr 2026

Dive into how the disruptions around the Strait of Hormuz may shift global flows in the near term and beyond, plus where we see opportunity in fixed income.

Risk asset recovery on thin ice
  • 07 Apr 2026

Risk assets have rebounded since last Tuesday, but risks remain high as Trump’s Iran deadline looms. Strong US payrolls suggest the cyclical upswing remains intact, while several EM policymakers ke...

INVESTORS AT THE PRIVATE CREDIT GATE
  • 07 Apr 2026

This blog explores why the factors that have recently rattled private credit will likely make it healthier going forward, the overlooked investment fundamentals that led to large portfolio concentr...

Fixed income finds footing amid global tension
  • 06 Apr 2026

Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Fixed income finds footing amid glo...

The Credit Market Lens: A data-driven look at public credit liquidity
  • 06 Apr 2026

Across corporate lending markets, some investments are easier to trade and exit than others – differences that deserve particular attention today.

Emerging Asia (ex China) government bonds monthly
  • 06 Apr 2026

Explore monthly insights on key developments across India, Indonesia, Malaysia, the Philippines and Thailand government bond markets. Read the report.

Middle East conflict: Market commentary (week of April 6)
  • 06 Apr 2026

Welcome to the third part of our blog with in-depth analysis and reactions as the impact of the conflict in the Middle East continues. of uncertainty as the extent and duration of the conflict is y...