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Fixed Income

Investment analysis for yield and duration-focused investors

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The Weekly Brief

The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation accelerating sharply in April. While a sizeable pick-up had been expected owing to higher energy bills, water bills, employer…

The archive

All Fixed Income insights.

Source Title Topics Published Actions
LSEG Emerging Asia (ex China) government bonds monthly
Macrobond Financial What Markets Do After Elections
World Gold Council Gold Demand Trends: Q3 2026
Amundi Central banks hold rates steady as inflation, AI investment and growth risks reshape markets
CBRE Business Insights | European Flex Market Report 2026
TrinityBridge First, do no harm
Columbia Threadneedle Investments In Credit Weekly Snapshot – Tech it to the limit
Franklin Templeton Emerging Markets Insights: Big Tech AI Spending
Franklin Templeton Take a deep dive into activity in the municipal bond market over the past week.
LSEG A yen to carry or time to hedge?
Amova Asset Management BOJ’s hawkish hold: target reached, more rate hikes to come
BNP Paribas Asset Management Take Two: Central banks on hold
Macrobond Financial Week of November 2, 2026
Aegon Asset Management “Would you rather…?”
Ashmore Group AI concerns drive further tech downside as US midterms loom
Barings What's Driving the Growth of Private Investment Grade Credit?
BNY Investments Le Déluge: On the brink of a French fiscal crisis?
Breckinridge Capital Advisors Concentrate on This: AI’s Expanding Reach Across Corporate Credit
CF Benchmarks Binance Hack Turns a Post-FOMC Drift Lower Into a Sharp Decline
CFA Institute Digital Currencies: Five Questions Every Portfolio Manager Should Ask
Federated Hermes Does French turmoil signal a buying opportunity?
J.P. Morgan Asset Management Review of markets over October 2026
J.P. Morgan Asset Management Active Fixed Income ETFs: Myth vs Reality
Northleaf Capital Partners Private Credit Market Update: Q3-2026
Nuveen Fed holds, but Treasuries rally on safety

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