Fixed Income

Investment analysis for yield and duration-focused investors

Beyond Traditional Credit – The Growing Role of AAA CLOs in Investor Portfolios
  • 22 Jul 2026

In our latest podcast, Portfolio Manager Sam McGairl explores why AAA CLOs have attracted growing attention, how their structural characteristics have contributed to their resilience across market...

At the Edge of Insurability: When Wildfire Risk Becomes Investment Risk
  • 22 Jul 2026

Wildfires offer a case study in how climate-related risks can spread to capital markets. From severe wildfires in northern Ontario to record heat across Europe, extreme weather is back in the headl...

Midyear Market Outlook: AI, Inflation and Where Investors See Opportunity
  • 22 Jul 2026

The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...

Bond yield metrics: How they work
  • 21 Jul 2026

Bond yield metrics can help investors assess the risk/reward profile of fixed income investments. Learn how to assess a bond’s yield relative to your goals.

The changing makeup of the Global Market Portfolio
  • 21 Jul 2026

As GMP swelled to record highs, asset weights shifted: equity weights fell, bonds grew, and alternatives surged, signaling changing investor priorities.

Uncommon truths: Global Debt Review 2026
  • 21 Jul 2026

After a few years of decline, global debt-to-GDP ratios ticked up in 2025. Gains were concentrated in emerging economies, often from low levels (elevated ratios remain largely a developed world pro...

Sustainable Investing: Looking Beyond the Scorecard
  • 21 Jul 2026

In this episode, Grover Burthey, Portfolio Manager and Vicki Gedge, Credit Research Analyst, discuss how sustainable investing has evolved and what that means for fixed income investors today

In Credit Weekly Snapshot – London calling
  • 21 Jul 2026

As Andy Burnham swaps being Mayor of Manchester for UK Prime Minister, how much fiscal wiggle room does he actually have?

Chart to Watch: CLOs continue to lead the way in fixed income returns
  • 21 Jul 2026

Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.