Investment analysis for yield and duration-focused investors
Systematic bond investing needs specialist skills and resources. Has your manager got what it takes? Investors are warming to systematic processes in bond markets. In this new approach, a dynamic m...
Positive correlation between risk assets and government bonds breaks the roles these asset classes play within a portfolio. Here, we outline why correlations have risen, and how investors can seek...
1. Source: Federal Reserve Bank of New York; data as of July 17, 2026. 2. Source: Federal Reserve Bank of St. Louis; data as of May 31, 2026. 3. Source: Bureau of Labor Statistics; data as of July...
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Explore monthly insights on key developments across India, Indonesia, Malaysia, the Philippines and Thailand government bond markets. Read the report.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
[External Link] Kei Fujimoto, Senior Economist at SuMi TRUST AM, shared his views with the media on the Bank of Japan's policy outlook, highlighting the potential for a faster pace of monetary tigh...
Keep calm but don’t count on carry from the yen! Meanwhile, the US-Iran narrative and AI-related issuance continued to influence markets.
Global credit: From energy price shocks to supply risk
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