Fixed Income

Investment analysis for yield and duration-focused investors

The week in markets: A market at odds
  • 24 Jul 2026

As oil surged above $100 and bond yields climbed to multi-year highs, equities held up remarkably well, leaving investors to reconcile two very different messages from financial markets.

When supply returns: Navigating a broader securitised opportunity set
  • 24 Jul 2026

Strong issuance is transforming European securitised markets. New opportunities are emerging across CMBS and CLOs, alongside greater differentiation between collateral, deals and in CLOs, managers.

Alternative credit insights: Diversifying, not accumulating, risk
  • 24 Jul 2026

Explore how institutional investors can build resilient alternative credit portfolios in the second half of 2026 across direct len...

How evergreen funds can improve private market deployment in PPLI
  • 24 Jul 2026

By: StepStone Insurance Solutions Key takeaways Traditional drawdown insurance dedicated funds (IDFs) create a deployment lag (the J-curve) inside private placement life insurance (PPLI), co...

Rebuilding Venezuela
  • 24 Jul 2026

Following political change and economic reforms, Venezuela’s recovery was disrupted by devastating earthquakes, worsening fiscal and debt challenges. Ryan Boyle explains.

New-Home Sales Basically Flat in June, Trends Flat Too
  • 24 Jul 2026

Elevated mortgage rates and high inventory levels are keeping the new-home market in a holding pattern, with buyers priced out and builders showing little interest in cutting production.

Data centres: the credit opportunity beyond hyperscalers
  • 23 Jul 2026

As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.

Tokenised vs. conventional funds: A Hong Kong field guide
  • 23 Jul 2026

Learn how Hong Kong regulates tokenised funds, including custody, issuance, trading, and how they compare with conventional investment funds.

EM monthly - Half Time
  • 23 Jul 2026

As markets head into the second half, resilient fundamentals and supportive technicals continue to underpin emerging market credit. Warren Hyland takes stock of an eventful first six months and set...