Fixed Income Insights

Why fixed income is attractive for investors moving out of cash

Elevated bond yields offer an appealing opportunity to lock in income.

How wildfires highlight the links between marine and terrestrial ecosystems

Wildfires’ impacts stretch beyond land to the oceans—posing a threat to the blue economy.

Perspectives on securitized credit

2024 Q4: Securitized credit market performance remained solid in the fourth quarter amid heavy supply.

From Credit Risk to Rate Volatility: Navigating 2025’s Fixed Income Landscape

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.

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.

Looking for income in 2025? These bond solutions could help

Four bond approaches to help meet different investor needs.

Ahead of the Curve: Consensus is totally consensus—a contrarian’s strategic scenarios

Discover contrarian strategies that active fixed income managers can apply.

Ahead of the Curve: The calm before the storm — The outlook for Treasury yields

Expect higher Treasury yields as fiscal policies evolve.

A deeper look at flexible credit strategies and the critical role of manager selection

Multi-asset credit strategies leverage flexibility to different degrees. Learn how that affects results and risk management.

Perspectives on securitized credit

Securitized credit market performance remained solid in the third quarter amid heavy supply.

Finding income in high yield bonds, bank loans, and emerging markets

The non-investment-grade sectors of the bond market look the most attractive.

Why it’s time to consider moving out of cash and into fixed income

Income and growth attributes support the case for redeploying cash into bond markets.

Fed’s focus on jobs is leading to bond market normalization

There are signs that the negative correlation between Treasuries and risk assets is returning.

Ahead of the Curve: Could a 5% 10-year Treasury yield be around the corner?

Higher Treasury yields expected due to fiscal spending and Fed quantitative tightening.

AI and fixed income: Booming demand for data center ABS and CMBS

Artificial intelligence drives demand for data center ABS and CMBS investments.

How AI’s impact is reaching into areas that might surprise you

Discover how rising AI energy demands are reshaping independent power producer credit ratings.

How euro corporate bonds offer stability in volatile markets

The balance of stability and income potential supports the case for the asset class

Ahead of the Curve: The San Andreas fault of finance shakes the markets

Monetary tightening in Japan is rearranging global capital flows.

Perspectives on securitised credit

Although the rally lost some momentum in Q2, securitized credit markets still performed well

Growing government debt has raised concerns. Should it?

We believe governments have time and options to address historically high debt-to-gross domestic product levels.