Fixed Income

Investment analysis for yield and duration-focused investors

Podcast: Behind the headlines: Private credit defaults, recoveries and AI risk
  • 11 hours ago

Explore our latest Private Capital Call episode featuring KBRA's Chief Rating Officer Bill Cox and Head of Default Research Eric R...

Beyond spread: Why Europe’s growing high yield market is creating new opportunities
  • 29 Jul 2026

Much has been made of historically tight spreads in European high yield, with some investors questioning whether the asset class still offers attractive opportunities. Yet a closer look at the resu...

High-Conviction Views: The time for short-duration bonds
  • 29 Jul 2026

Why we believe investors should actively consider short-duration fixed income.

US Credit
  • 29 Jul 2026

Global Credit
  • 29 Jul 2026

Emerging Markets Debt
  • 29 Jul 2026

Data centre debt: Navigating shifts in sentiment
  • 29 Jul 2026

Data centres are becoming increasingly important in credit markets, as accelerating artificial intelligence (AI) adoption and continued growth in demand for cloud solutions drive significant capita...

‘Refi’ meets AI: impacts for MBS investors
  • 29 Jul 2026

Insurance Midyear Outlook: Finding Value in Tight Markets
  • 29 Jul 2026

A multifaceted perspective is critical for a full understanding of opportunity and risk.   At the halfway point of 2026, resilient growth, persistent risks and tight spreads complicate insurance po...