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.
TwentyFour
AI investment boom hits the bond market
Oracle priced an $18bn six-tranche (5yr/7yr/10yr/20yr/30yr/40yr) bond deal which was increased from an initial $15bn on the back of exceptionally strong demand. It is the latest sign that the AI investment boom, long the focus of equity markets, is now spilling into credit.
TwentyFour
Flash Fixed Income: Rate cuts won’t help long-dated bonds
With the Fed’s stance suggesting it is prioritising growth over sticky inflation risks, volatility in longer dated bonds is likely to persist and the case for increasing duration in fixed income is not compelling.
TwentyFour
An introduction to global CLOs
Collateralised loan obligations, or CLOs, have become an increasingly popular asset class within global fixed income.
Asset management
Replay: The new multi-plural world — Macro divergence meets yield
You can now watch the replay of our webinar: The new multi-plural world: Macro divergence meets yield
Fixed Income Boutique
EM local-currency: more reasons to maintain our high conviction
Strong performance of EM local currency bonds has been driven by a bearish US dollar and fundamental factors supporting sustainable appreciation toward a stronger equilibrium.
Fixed Income Boutique
Emerging-market investment-grade bonds as a strategic anchor
With strong fundamentals, broad region and sector diversification, and a track record of weathering financial crises, emerging-market investment-grade (EM IG) bonds have evolved into a high-quality asset class, in our view. Yet, despite a robust risk-return profile, EM IG remains significantly underrepresented in actively managed, dedicated strategies.
