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...
Despite headwinds in the bond market stemming from inflationconcerns, equities continued their...
Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Strong jobs data put Fed rate hike ...
Behind the recent rally in energy credit lies a multi-year story of management discipline, restrained capital spending, and sector consolidation.
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