Investment analysis for yield and duration-focused investors
Emerging market debt seems to be enjoying a revival. Our CIO Emerging Market Debt discusses the renewed interest in this asset class, his team’s expectations for 2026, and where he sees opportuniti...
Please join Sphia Salim in discussion with our US economists, rates and FX strategists to review the US payroll report. The US labor market remains central to the outlook for US monetary policy, es...
Vincent Nobel explores the role the asset class plays in long-term portfolio construction.
India has removed withholding and capital gains taxes on government bonds for foreign investors, improving access, potential returns and support for the rupee.
Disciplined implementation can reduce costs drag and capture inefficiencies across the fixed income spectrum from indexing to enhanced and active strategies.
In May, we anticipated fragmentation of global growth against a backdrop of persistently elevated interest rates and energy prices. That scenario has since materialised with a level of precision th...
Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Chec...
March was a challenging month for emerging market debt, with conflict in the Middle East leading to mostly negative returns, yet April has been more positive, with spreads now tighter than at the s...
The RBNZ held rates steady in May amid a split decision, viewing recent inflation pressures as likely temporary. Weak demand, spare capacity and subdued wage growth are expected to limit price pass...
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