Fixed Income Insights

Navigate global bond markets with expert fixed income insights 

Browse our latest insights collection

What to know right now about fixed income investing -- all in one place.

21 Fixed Income Insights
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May 2025 · Ahead of the Curve

Tariffs add to a toxic combination for U.S. Treasuries

Explore the impact of tariffs on inflation and U.S. Treasury yields.

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Mar 2025 · Ahead of the Curve

A contrarian scenario comes true on remarkable German fiscal push

Germany’s fiscal expansion reshapes global bond markets.

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Mar 2025 · From the Field

Uncertainty heightens the need for active fixed income management

Explore how active bond management can thrive in the new investing paradigm of higher inflation and volatilty.

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Mar 2025 · From the Field

"Uneasy equilibrium” creates an opportunity in global fixed income

With the U.S. economy in an uneasy equilibrium, global fixed income offers appealing opportunities.

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Feb 2025 · From the Field

Ahead of the Curve: How U.S. immigration changes could impact inflation and the Fed

Explore how immigration changes may influence inflation and Fed policy.

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Feb 2025 · From the Field

How high could the 10-year U.S Treasury yield go?

U.S. Treasury yields have been climbing despite continued rate cuts from the Federal Reserve.

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