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Tariffs Add To A Toxic Combination For US Treasuries

Arif Husain

Among the notable aspects of the April market shakeout was a sell‑off in longer‑term U.S. Treasuries. My concern is that this may be only...

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Fixed Income Asset Allocation Shifts

Contributing Author

From Adam Hetts, Global Head of Multi-Asset and Portfolio Manager, with Oliver Blackbourn, Portfolio Manager, at Janus Henderson Investors. The merits of a diversified portfolio...

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Why Green Bonds Need A Closer Look

Contributing Author

By Marion Le Morhedec, Global Head of Fixed Income at AXA IM Core During the past decade, the green bond market has seen exceptional growth. So...

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Why Active Management Delivers Better Bond Returns

Contributing Author

Investors are increasingly directing their fixed income portfolios towards passive Exchange-Traded-Funds (ETFs) and term deposits (TDs) for cost-efficiency. However, this move may undervalue the...

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Bond Time

Chris Iggo

Despite higher yields, the world is not walking away from bonds - or threatening not to finance government deficits. US Treasury long-term yields of...

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As the Paradigm Shifts, Liquidity is Here to Stay

Robert Almeida, Jr.

History teaches us that governments struggle to rein in liquidity once it's been unleashed. We're entering a new paradigm in which tangible fixed...

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Central Banks To Not Cut Rates Next Year?

Contributing Author

Ken Orchard, Head of International Fixed Income and Portfolio Manager for Diversified Income Bond Strategy, T.Rowe Price shares his outlook for the US economy and...

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Disaster Averted But Bonds Still Behaving Badly

Contributing Author

Fixed income May summary by Chamath De Silva, Betshares Risk assets have staged a broad relief rally over the past month, with equities buoyed...

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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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Time For The Equity Markets To Get Real About Bond Yields

Justin Tyler

From Justin Tyler, Director, Daintree Capital. Please refer to the glossary at the end of the article for a definition of some technical terms. With...