Fixed Income

Investment analysis for yield and duration-focused investors

Singapore markets in transition: rethinking the role of equities, REITs and bonds
  • 18 hours ago

In a higher inflation and interest rate environment, we believe Singapore equities may be comparatively well positioned against REITs and bonds, supported by earnings growth and structural policy t...

Investing in opportunity, not the trend
  • 18 hours ago

In financial markets, prevailing wisdom rarely stands still for long. Over the past two decades investors have had to navigate the global financial crisis, the era of ultra-low interest rates, the...

Market Flash: Peace piece: Is the Middle East heading toward a lull?
  • 18 hours ago

•    Energy prices fell and markets rose after the US and Iran signed a memorandum of understanding. •    In the US, new Fed chairman Kevin Warsh left rates unchanged but had to withdraw mention of...

Debt, Geopolitics, and Humanoid Robotics: Unlocking Productivity in a Changing World
  • 18 hours ago

Explore one of our recent reports, which navigates the geopolitical race for humanoid dominance.

The Fed’s hawkish hold, risk tolerance and carry trades
  • 18 Jun 2026

The Fed’s hawkish hold reinforced higher-for-longer expectations, lifting yields and the dollar. While easing geopolitical tensions support near-term risk sentiment, persistent inflation risks and...

EM debt—what reserve managers should keep in mind
  • 18 Jun 2026

Western Asset: Reserve managers' decisions on EM debt go beyond investment potential—they must also weigh considerations such as governance, resources and liquidity.

June FOMC recap—It’s task force time
  • 18 Jun 2026

With new Chair Kevin Warsh at the helm, the Federal Reserve held interest rates steady at its June meeting. Western Asset offers its analysis of the meeting and the implications for investors.

Warsh Takes the Helm: The Start of a New Chapter for the Fed
  • 18 Jun 2026

CI GAM Economist Neil Shankar analyzes the June 17 Federal Reserve update, highlighting a new policy era under Chair Kevin Warsh, evolving guidance, and implications for interest rates and the broa...

Bond Bulletin: Financing the AI buildout
  • 18 Jun 2026

AI-related bond issuance is rapidly becoming one of the most important areas of opportunity in corporate credit. This week’s Bond Bulletin explores how both the size and innovative structures of re...