Insights Topic
Fixed income
Fixed Income Boutique
Fixed Income Quarterly
Each quarter, our experts from the Fixed Income Boutique deliver actionable insights to help you make sense of the global fixed income universe. They uncover key risks, opportunities, and trends.
TwentyFour
Flash Fixed Income
Taking inspiration from the “flash” economic indicators that offer markets a preview of the final numbers, Flash Fixed Income is a monthly outlook that keeps investors ahead of the curve by dissecting the major trends across the global bond markets.
Fixed Income Boutique
Fixed income at a political crossroads
Fixed income markets are pricing more than the path of interest rates: they are weighing growth, inflation, and governments’ capacity to manage rising debt. From US and Brazilian election uncertainty to Treasury supply and French bond market volatility, investors may want to consider balancing duration and credit risk while discerning headlines from fundamental change.
Fixed Income Boutique
Treasury yields are higher, but not unanchored
Are current rate levels justified by fundamentals and what are the implications for fixed income markets? In our view, higher rates are being driven by resilient nominal growth, fiscal pressures, and an energy shock, rather than a broad reacceleration in inflation.
Fixed Income Boutique
Oil shock: six months on, EM debt remains strong
Emerging market bonds have remained generally resilient despite a sustained oil shock, elevated geopolitical uncertainty, and tighter global financial conditions. Stronger policy frameworks, improved external balances, and healthier macroeconomic fundamentals have helped support performance this year.
Asset management
Replay: From Washington to Brasília - what key fixed income opportunities may lay ahead of us?
In this webinar our experts discussed about the latest developments in the US yield curve and examined Brazil’s elections to assess the implications for fixed income investors.
Fixed Income Boutique
Selectivity matters: Finding value across developed-market bonds
Developed market fixed income continues to present what we believe are diverse opportunities across sectors. AI-related issuance is reshaping investment-grade credit markets, high-yield investors are navigating a rate-driven repricing with growing dispersion, and Swiss bonds remain a defensive anchor where stability and quality may prove more valuable than headline yield.
TwentyFour
Markets vs. macro: Follow the fundamentals in fixed income
Fixed income investors have had to adjust to a dramatic shift in market conditions as the year has evolved.
