Fixed Income

Investment analysis for yield and duration-focused investors

The missing piece in climate investing: Euro government bonds
  • 17 hours ago

Explore how climate-focused Euro government bonds can strengthen portfolios through a systematic active ETF approach.

Australian Webcast: Australian Banks – Post Reporting Season reflections
  • 17 hours ago

Andrew Martin, Co-founder and Portfolio Manager at Alphinity, discusses the latest Australian bank results amid market volatility, including the impact of the Iran war, interest rate hikes, and the...

In Credit Weekly Snapshot – Burnham down the house
  • 17 hours ago

Gilts were inflamed as a path opened up for the mayor of Greater Manchester, Andy Burnham, to return to Westminster and potentially replace Keir Starmer as UK prime minister. Elsewhere, the global...

April European ETF Flows
  • 17 hours ago

European ETFs gathered US$45bn in April as risk appetite returned. Explore the latest ETF Snapshot for flows across equities, fixed income, commodities, emerging markets, clean energy and AAA-rated...

Muzinich Weekly Market Comment: Thank you, Powell – a steady hand in unsteady times
  • 18 May 2026

As markets grapple with rising geopolitical tensions, persistent inflation and renewed uncertainty over the path of US interest rates, Jerome Powell exits the Federal Reserve after steering the glo...

Summit, yen-tervention, & US rates
  • 18 May 2026

Please join Mark Cabana in discussion with Adarsh Sinha & Meghan Swiber to discuss the US-China summit, yen intervention, & US rates. We will cover FX views in context of US-China summit & recent y...

Market Perspectives: Higher for longer
  • 18 May 2026

Inflation is on the up but when will central banks begin to raise interest rates?

Yields surge as inflation and oil rattle markets
  • 18 May 2026

Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Yields surge as inflation and oil r...

What Would The Merton Model Say About AI Capital Spending?
  • 18 May 2026

AI-driven capex is widening the gap between opportunity in equities and risk in credit.