Fixed Income

Investment analysis for yield and duration-focused investors

Emerging Market Debt Commentary: October 2025
  • 15 hours ago

EM debt gained on robust demand, easing inflation, a Fed cut, and trade deal progress—offsetting lingering geopolitical worries and country-specific issues.

2026 Investment Outlook – Asia Fixed Income: Emerging Markets
  • 15 hours ago

Asia Emerging Markets fixed income faces shifting dynamics in 2026. Low inflation and easing policies support local bonds, while hard currency spreads stay tight. Selective positioning is key amid...

Credit Where Credit Is (Over)due: Private Credit’s Second Act
  • 15 hours ago

By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy

Fiorino: CoCo confusion: the new debt-equity duality
  • 15 hours ago

CoCo bonds are the ultimate ‘quantum’ capital instrument.

2026 Investment Outlook – Asia Fixed Income: High Yield
  • 1 day ago

Asia High Yield is set for a second year of outperformance despite market contraction, supported by low defaults, front-end opportunities, and pull-to-par potential, reinforcing its role in global...

Where do we see opportunity in emerging markets debt in 2026?
  • 1 day ago

Views from the EMD desk.

France: steps towards a second eurozone sovereign crisis
  • 1 day ago

France faces a precarious political and fiscal outlook, with implications for investors to consider.

Parallel lending: A disciplined path to resilient credit
  • 1 day ago

By aligning with regulated bank standards, we believe parallel lending offers a transparent and resilient alternative within a market under increasing scrutiny, argues Gianluca Oricchio.

In Credit Weekly Snapshot – Tiptoe through the tulips
  • 1 day ago

Is 21st century crypto akin to 17th century Holland? Are we seeing the madness of digital crowds? The Bitcoin price could suggest so. Elsewhere, government bond yields are tracking down in anticipa...