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Home / Insights / Fixed Income Insights

Fixed Income Insights

Monthly Fixed Income Credit Sector Views

November 2024 / On the Horizon

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

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

Finding income in high yield bonds, bank...

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

By T. Rowe Price

T. Rowe Price

Could the U.S. election unplug or charge up the energy transition?

Could the U.S. election unplug or charge up the energy transition?

Could the U.S. election unplug or charge...

Join Host Ritu Vohora and guests Gil Fortgang and Rick de los Reyes, as they explore how the election could impact the push for clean energy.

Inside the U.S. Election Maze: Unraveling Fiscal, Trade, and Energy Plans

Inside the U.S. Election Maze: Unraveling Fiscal, Trade, and Energy Plans

Inside the U.S. Election Maze: Unraveling...

Explore U.S. fiscal policy and election impacts with our experts on "The Angle." Tune in for insights on taxation and spending priorities.

11 November 2024 / FIXED INCOME

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

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

Why it’s time to consider moving out of cash...

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

By Kenneth A. Orchard

Kenneth A. Orchard Head of International Fixed Income

October 2024 / MULTI-ASSET

Cutting cycles and learning to love bonds again

Cutting cycles and learning to love bonds again

Cutting cycles and learning to love bonds...

History provides some clues about which asset classes are likely to outperform

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

September 2024 / FIXED INCOME

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

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

Ahead of the Curve: The San Andreas fault...

Monetary tightening in Japan is rearranging global capital flows.

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

August 2024 / FIXED INCOME

Growing government debt has raised concerns. Should it?

Growing government debt has raised concerns. Should it?

Growing government debt has raised concerns....

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

By Thomas Kasanin & Ivan Morozov

By Thomas Kasanin & Ivan Morozov

August 2024 / FIXED INCOME

Q2 perspectives on securitized credit

Q2 perspectives on securitized credit

Q2 perspectives on securitized credit

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

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

August 2024 / FIXED INCOME

Why passive flows and inelastic markets don’t mix

Why passive flows and inelastic markets don’t mix

Why passive flows and inelastic markets don’t...

The rise of passive fixed income investing has caused market structure to deteriorate

By Steve Boothe & Pranay Subedi

By Steve Boothe & Pranay Subedi

July 2024 / MARKETS & ECONOMY

How the U.S. election could impact the financials sector

How the U.S. election could impact the financials sector

How the U.S. election could impact the financials...

Next president will determine whether financial regulators will mount up or stand...

By Gilad Fortgang

Gilad Fortgang Associate Analyst

3 July 2024 / FIXED INCOME

The value of a multi-sector diversified income approach for fixed income

The value of a multi-sector diversified income approach for fixed income

The value of a multi-sector diversified income...

Diversified Income Bond Strategy seeks to provide high yield-like returns with investment-...

By Kenneth A. Orchard & Vincent Chung

By Kenneth A. Orchard & Vincent Chung

July 2024 / MARKETS & ECONOMY

Stabilizing China’s housing market is a work in progress

Stabilizing China’s housing market is a work in progress

Stabilizing China’s housing market is a work...

We view China’s latest housing market support plan as a step in the right direction.

By Sheldon Chan, Christopher J. Kushlis & Leonard Kwan

By Sheldon Chan, Christopher J. Kushlis & Leonard Kwan

May 2024 / FIXED INCOME

No green without blue: How blue bonds could support climate goals

No green without blue: How blue bonds could support climate goals

No green without blue: How blue bonds could...

Earth’s oceans capture the majority of the global CO2 produced by humans.

By Willem Visser & Tongai Kunorubwe

By Willem Visser & Tongai Kunorubwe

May 2024 / FIXED INCOME

Perspectives on securitized credit

Perspectives on securitized credit

Perspectives on securitized credit

Following an extended rally, T. Rowe Price's securitized credit team discusses the...

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

April 2024 / FIXED INCOME

Adding emerging market debt exposure? Look to local bonds.

Adding emerging market debt exposure? Look to local bonds.

Adding emerging market debt exposure? Look...

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

April 2024 / FIXED INCOME

Why is it important to measure the impact of a blue bond?

Why is it important to measure the impact of a blue bond?

Why is it important to measure the impact...

Blue bonds need to be evaluated with additional rigor to mitigate against bluewashing...

By Tongai Kunorubwe

Tongai Kunorubwe Head of ESG, Fixed Income

How aquatic alliances work to support ocean sustainability

How aquatic alliances work to support ocean sustainability

How aquatic alliances work to support ocean...

The world's oceans serve critical functions for communities, economies, and ecosystems.

Can Innovations in Finance Really Support the Blue Economy?

Can Innovations in Finance Really Support the Blue Economy?

Can Innovations in Finance Really Support...

The economic potential of the world’s oceans and water resources is immense, including areas such as transportation, renewable energy, aquaculture ...

Water Stress—The Hidden Risk in Latin America

Water Stress—The Hidden Risk in Latin America

Water Stress—The Hidden Risk in Latin America

Water security is vital for sustainable development. South America has seemingly abundant supplies of the world’s clean water resources.

March 2024 / FIXED INCOME

How Impact Credit’s Financial and Sustainability Aims Go Hand In Hand

How Impact Credit’s Financial and Sustainability Aims Go Hand In Hand

How Impact Credit’s Financial and Sustainability...

Fundamentals and return potential are as important as impact to an investment case.

By Matthew Lawton & Ellen O'Doherty

By Matthew Lawton & Ellen O'Doherty

February 2024 / FIXED INCOME

Perspectives on Securitized Credit

Perspectives on Securitized Credit

Perspectives on Securitized Credit

Following a strong finish to 2023, securitized credit markets entered 2024 with a...

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

February 2024 / FIXED INCOME

Corporate Bonds—A Compelling Long-Term Income Profile

Corporate Bonds—A Compelling Long-Term Income Profile

Corporate Bonds—A Compelling Long-Term Income...

Fundamental research is imperative in credit markets as headwinds rise.

By Saurabh Sud

Saurabh Sud Portfolio Manager

How are Emerging Markets Confronting El Niño and Climate Risks?

How are Emerging Markets Confronting El Niño and Climate Risks?

How are Emerging Markets Confronting El Niño...

The blue economy faces many challenges, particularly as water resources come under pressure from overuse, pollution, or climate-related risks.

Discovering the Potential of the Blue Economy Through Sustainable Development

Discovering the Potential of the Blue Economy Through Sustainable Development

Discovering the Potential of the Blue Economy...

Dive into the world of the blue economy.

January 2024 / ASSET ALLOCATION

Asset Allocation Considerations for Public Defined Benefit Plans

Asset Allocation Considerations for Public Defined Benefit Plans

Asset Allocation Considerations for Public...

Are your fixed income allocations positioned for yesterday, today, or tomorrow?

By Christina Kellar, Saurabh Sud & Som Priestley

By Christina Kellar, Saurabh Sud & Som Priestley

January 2024 / FIXED INCOME

The Active Advantage in High Yield

The Active Advantage in High Yield

The Active Advantage in High Yield

Active approach allows security selection and strategic positioning.

By Kevin Loome & Ashley Wiersma

By Kevin Loome & Ashley Wiersma

December 2023 / FIXED INCOME

Blue Bonds: A Growing Resource for Sustainability Financing

Blue Bonds: A Growing Resource for Sustainability Financing

Blue Bonds: A Growing Resource for Sustainability...

Blue bonds provide financing for ocean-friendly or clean water projects in support...

By Matthew Lawton & Tongai Kunorubwe

By Matthew Lawton & Tongai Kunorubwe

November 2023 / FIXED INCOME

Perspectives on Securitized Credit

Perspectives on Securitized Credit

Perspectives on Securitized Credit

Third Quarter 2023

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

Ahead of the Curve

Why U.S. trade policy matters this election both domestically and abroad

Why U.S. trade policy matters this election both domestically and abroad

Why U.S. trade policy matters this election...

We delve into the key issues surrounding trade and how each candidates policies may impact on companies, countries, and the global economy

November 2024 / MARKETS & ECONOMY

What Trump’s win means for policy, the economy, and markets

What Trump’s win means for policy, the economy, and markets

What Trump’s win means for policy, the economy,...

Extending tax cuts and an assertive approach on trade policy likely to be areas of...

By Gilad Fortgang, Blerina Uruçi & Timothy C. Murray

By Gilad Fortgang, Blerina Uruçi & Timothy C. Murray

October 2024 / FIXED INCOME

Could a 5% 10-year Treasury yield be around the corner?

Could a 5% 10-year Treasury yield be around the corner?

Could a 5% 10-year Treasury yield be around...

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

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

October 2024 / VIDEO

The Fed’s big cut may favor high yield bonds

The Fed’s big cut may favor high yield bonds

The Fed’s big cut may favor high yield bonds

The Fed’s September rate cut reduced the risk of a recession. High yield bonds may...

By Ross Abaya

Ross Abaya Relationship Manager

October 2024 / FIXED INCOME

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

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

AI and fixed income: Booming demand for data...

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

By David Xu & Adam Haya

By David Xu & Adam Haya

September 2024 / FIXED INCOME

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

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

How AI’s impact is reaching into areas that...

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

By David Yatzeck

David Yatzeck Associate Portfolio Manager

August 2024 / EQUITY

On global impact short duration bond

On global impact short duration bond

On global impact short duration bond

Our fundamental research platform and dedicated responsible investing (RI) team

By Matthew Lawton

Matthew Lawton Portfolio Manager

June 2024 / FIXED INCOME

Credit investing for today’s evolving markets

Credit investing for today’s evolving markets

Credit investing for today’s evolving markets

Headwinds call for choosing credit solutions with rigorous research

By Kenneth A. Orchard

Kenneth A. Orchard Head of International Fixed Income

Sustainable Investing – Can Impact be Feasibly Measured?

Sustainable Investing – Can Impact be Feasibly Measured?

Sustainable Investing – Can Impact be Feasibly...

Innovations in finance are working to support more sustainable development efforts in the blue economy.

May 2024 / FIXED INCOME

Opportunities in fixed income for investors moving out of cash

Opportunities in fixed income for investors moving out of cash

Opportunities in fixed income for investors...

Income and growth attributes can help investors put cash to work.

By Kenneth A. Orchard

Kenneth A. Orchard Head of International Fixed Income

May 2024 / ASSET ALLOCATION

Let’s get real (about interest rates)

Let’s get real (about interest rates)

Let’s get real (about interest rates)

Higher real rates in the coming years might favor value stocks

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

April 2024 / FIXED INCOME

A decade-long adventure navigating treacherous markets successfully

A decade-long adventure navigating treacherous markets successfully

A decade-long adventure navigating treacherous...

The unconstrained Bond Strategy celebrated its 10-year anniversary in February since...

By Scott Solomon

Scott Solomon Portfolio Manager

April 2024 / EQUITIES & FIXED INCOME

Blue bonds: The key to unlocking the blue economy’s potential

Blue bonds: The key to unlocking the blue economy’s potential

Blue bonds: The key to unlocking the blue...

Blue bonds provide financing for ocean-friendly or clean water projects in support...

April 2024 / FIXED INCOME

With Rising Headwinds-Uncover the Power of Quality Credit Research

With Rising Headwinds-Uncover the Power of Quality Credit Research

With Rising Headwinds-Uncover the Power of...

Corporate bonds offer attractive income, but security selection is imperative amid...

By Justin Gerbereux

Justin Gerbereux Head of Global Fixed Income Research

March 2024 / FIXED INCOME

Dynamic Credit Investing: A Q&A With Saurabh Sud

Dynamic Credit Investing: A Q&A With Saurabh Sud

Dynamic Credit Investing: A Q&A With Saurabh...

Dynamic Credit’s flexible approach has been pivotal over different market conditions.

By Saurabh Sud

Saurabh Sud Portfolio Manager

February 2024 / FIXED INCOME

Could Energy Productivity Cycles Lead to Credit Opportunities

Could Energy Productivity Cycles Lead to Credit Opportunities

Could Energy Productivity Cycles Lead to...

Why we believe the energy productivity cycle is turning and the opportunities this...

By Steve Boothe & Elliot Shue

By Steve Boothe & Elliot Shue

February 2024 / MARKETS & ECONOMY

Emerging Markets Poised for a Year of Interest Rate Cuts

Emerging Markets Poised for a Year of Interest Rate Cuts

Emerging Markets Poised for a Year of Interest...

Inflation continues to fall, paving the way for more interest rate cuts from emerging...

By Christopher J. Kushlis

Christopher J. Kushlis Asia Sovereign Analyst, London

January 2024 / MARKET OUTLOOK

Putting cash to work in 2024

Putting cash to work in 2024

Putting cash to work in 2024

We explore three possible scenarios as U.S. interest rates peak

By Christina Noonan, Som Priestley & Douglas Spratley

By Christina Noonan, Som Priestley & Douglas Spratley

November 2023 / FIXED INCOME

Meet Quentin Fitzsimmons and Scott Solomon, Co-portfolio Managers, Dynamic...

Meet Quentin Fitzsimmons and Scott Solomon, Co-portfolio Managers, Dynamic...

Meet Quentin Fitzsimmons and Scott Solomon,...

The co-portfolio managers share their experience and thoughts.

By Scott Solomon

Scott Solomon Portfolio Manager

January 2024 / FIXED INCOME

Attractive Yields but Narrow Spreads: The Credit Dilemma

Attractive Yields but Narrow Spreads: The Credit Dilemma

Attractive Yields but Narrow Spreads: The...

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

November 2023 / GLOBAL FIXED INCOME

Avoiding False Signals in Wait for Peak U.S. Treasury Yields

Avoiding False Signals in Wait for Peak U.S. Treasury Yields

Avoiding False Signals in Wait for Peak U.S....

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

November 2023 / FIXED INCOME

The Case for High Yield

The Case for High Yield

The Case for High Yield

Improved credit quality and attractive yields support the asset class.

By Jason Bauer, Paul Massaro & Rodney M. Rayburn

By Jason Bauer, Paul Massaro & Rodney M. Rayburn

November 2023 / GLOBAL FIXED INCOME

High Yield Bond Market Changes Provide Support

High Yield Bond Market Changes Provide Support

High Yield Bond Market Changes Provide Support

Transformations have bolstered high yield for a modest downturn.

By Paul Massaro, Rodney M. Rayburn & Jason Bauer

By Paul Massaro, Rodney M. Rayburn & Jason Bauer

November 2023 / VIDEO

Implications for Bonds in Energy Cycle Transitions

Implications for Bonds in Energy Cycle Transitions

Implications for Bonds in Energy Cycle Transitions

By Justin Gerbereux, Elliot Shue & Mike Hyland

By Justin Gerbereux, Elliot Shue & Mike Hyland

November 2023 / FIXED INCOME

New long-term bank debt to expose holders to equity-like risk

New long-term bank debt to expose holders to equity-like risk

New long-term bank debt to expose holders...

From the Field

By Steve Boothe & Pranay Subedi

By Steve Boothe & Pranay Subedi

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