Investment analysis for yield and duration-focused investors
Discover why gold remains a strong long-term investment despite short-term volatility. Learn how Fed policy, real yields, and central bank demand drive gold prices.
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Markets continued to be volatile in June but both equity and bond markets ended the month modestly higher.
Explore monthly insights on key developments across India, Indonesia, Malaysia, the Philippines and Thailand government bond markets. Read the report.
Investors have long assumed that green bonds carry a “greenium,” requiring lower yields than comparable conventional bonds. While this was often true in the market’s early years, growing market dep...
This year, fixed income markets have exhibited elevated levels of interest rate volatility, whereas credit spread volatility has been more contained.
AI is creating opportunity, but risks abound. Investors should prepare for a range of outcomes. Global equities rebounded in the second quarter as confidence in the AI investment cycle strengthened...
AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
Emerging markets have weathered another external shock well, as the latest move in energy prices translated into a more manageable inflation impulse than initially feared. In this week’s Bond Bulle...
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