Fixed Income

Investment analysis for yield and duration-focused investors

Opportunistic High Yield Commentary
  • 03 Aug 2026

Leveraged credit markets ended 2023 on a high note. The recent rally among risky assets, including high yield bonds and leveraged loans, erased some of the memories of what was a tumultuous year.

Fed on hold, markets in action
  • 03 Aug 2026

The Fed left interest rates in the range of 3.5% - 3.75%. The decision was not unanimous, with 3 dissenters in favour of a hike, revealing divisions...

Review of Markets over July 2026
  • 03 Aug 2026

Explore the key drivers of global markets in July, from geopolitical developments and the AI investment cycle to changing investor sentiment and the outlook for inflation and interest rates.

A securitized solution for insecure times
  • 03 Aug 2026

Weekly CIO views: Collateralized mortgage-backed securities offer the potential for solid income and diversification.

The Credit Market Lens: Still Buying America
  • 03 Aug 2026

Foreign demand for U.S. assets – especially credit – remains resilient amid broader macro and market uncertainties.

UBP Weekly View - Fed silence sends yields higher, softens dollar
  • 03 Aug 2026

The Fed left rates unchanged but gave little forward guidance, sending bond yields higher and weakening the dollar.

US Credit
  • 01 Aug 2026

Global Credit
  • 01 Aug 2026

Emerging Markets Debt
  • 01 Aug 2026