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Beyond the Curve: Why Steeper Yield Curves Aren’t the Whole Story

Contributing Author

From Charlie Jamieson, Chief Investment Officer, Jamieson Coote Bonds Recent commentary has focused on the supposed perils of steeper sovereign yield curves, which have featured...

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Bonds Take The Lead Amid Global Market Volatility

Contributing Author

By Robert Tipp, Managing Director, Chief Investment Strategist, and Head of Global Bonds at PGIM Fixed Income This could be one of the more fraught...

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Q4 2025 Midyear Outlook: Implications for Bonds

Contributing Author

Latest insights from Nuveen's Q4 2025 Global Investment Committee (GIC). Outlook From Anders Persson, Chief Investment Officer for Global Fixed Income Best ideas Securitised assets (especially...

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Expectations for Fed Cut Mount as Funding Concerns Linger

Contributing Author

From PGIM Fixed Income Market pricing for a Fed rate cut or pause in December was roughly even heading into last week's release of the...

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A Steady Ship in Stormy Waters: Banking Turmoil

Contributing Author

By Pilar Gomez-Bravo, Co-CIO Fixed Income, MFS Investment Management Lending standards have tightened in the wake of the turmoil in the banking sector in...

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Hedging Geopolitical Risks & Fixed Income Regains Diversification, HY Resilience

Contributing Author

From Benoit Anne, Senior Managing Director, Head of Markets Insights Group & Erik Weisman, Chief Economist, MFS Investment Management Market Insights How to hedge rising...

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The Credit Market Lens: AI Capex and the Limits of Crowding Out

Contributing Author

AI capital spending may be contributing to higher real rates, but there is little evidence that it’s due to AI bond issuance crowding out...

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Iran Conflict Triggers Major Energy Shock

Seema Shah

Some highlights from a piece by Seema Shah, Chief Global Strategist at Principal Asset Management, on the updated macro impacts of the conflict in...

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Three Reasons To Invest In Emerging Markets

Elizabeth Moran

Interview with Peter Kent, Ninety One’s Co-CIO of Fixed Income Kent is a strong advocate for diversifying into emerging market (EM) debt, saying the lines...

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High Yield Sheds Its ‘Junk Bond’ Past As Credit Quality Reaches Historic Highs

Contributing Author

The global high-yield bond market is undergoing a fundamental shift in credit quality that has left its former “junk bond” reputation increasingly disconnected from...