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.
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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.
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Strategic Income Quarterly Update – July 2022
A member from our Multi-Sector Bond team reviews the main market drivers in the second quarter of 2022 and explains how the Strategic Income team is tackling today’s environment.
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Asset-Backed Securities Quarterly Update – July 2022
Douglas Charleston looks at the development of the European ABS market in the second quarter of 2022 and explains what this could mean for investors going forward.
Fixed Income Boutique
4 reasons why EM local currency debt could be the phoenix of fixed income
In this fixed income mid-year outlook, Portfolio Manager Carlos de Sousa, explains why the overlooked and much maligned emerging market local-currency asset class may be the phoenix of fixed income.
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Will high yields stay high?
For all of these observations, there is one common observation – yields did not stay at these high levels for very long.
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How ESG scoring really works
Here we lift the lid on how typical ESG scoring models work in fixed income, with the help of some real-world examples that will help explain why some companies score well and others poorly. Some of the results will surprise you.
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What has driven yields higher – rates or credit?
With investors having endured a painful period of rising yields in 2022, Mark Holman looks at whether rates weakness or credit spread widening has been most to blame.
