Fixed Income

Investment analysis for yield and duration-focused investors

Global Fixed Income Strategy – Monthly Update
  • 14 hours ago

US growth is increasingly driven by AI and tech capex, but spending still isn’t large enough to push the US to a strong 3.5-4% growth scenario.

AI: Focusing on Convertible Bonds
  • 14 hours ago

Convertible bonds allow investors to capture AI-driven growth while diversifying the risk associated with hyperscalers in equity indices.

Asia Fixed Income Investment Outlook – Quarterly Update
  • 03 Jun 2026

Chris Lau and Norbert Ling from Invesco's Fixed Income team share their investment outlooks for Asia investment grade and high yield bonds for Q2 2025. Read more

Beyond the noise: Finding value in middle market private credit
  • 03 Jun 2026

Churchill Asset Management explores middle market private credit opportunities, GP solutions, and why discipline and manager selec...

Emerging Asia (ex China) government bonds monthly
  • 03 Jun 2026

Explore monthly insights on key developments across India, Indonesia, Malaysia, the Philippines and Thailand government bond markets. Read the report.

Fixed Income Insights
  • 03 Jun 2026

Private Credit: Systemic Risk?

Future Quality Insights: making sense of the current regime
  • 03 Jun 2026

Applying the LIVES framework may help make sense of today’s market regime, shaped by tightening liquidity, rising capital costs and concentrated earnings. While structural drivers remain intact, AI...

Climate Power Plays: Energy, Geopolitics and the Repricing of Risk
  • 03 Jun 2026

Global policy shifts are rewiring energy supply and control—and repricing risks and opportunities. Climate change has become a defining force in geopolitics. As governments respond to record heat...

Dispelling myths in emerging market debt
  • 03 Jun 2026

Improvements in fiscal competence and policymaking are transforming perceptions of emerging market debt.