Fixed income Home Investment views Fixed income Fixed income We have been building our fixed income business since the early 1980s, expanding our capabilities over time to meet client needs. September 2024 Fixed Income Alternative credit: why overlooking Europe is a mistake From private debt to distressed and special situations, Europe is fertile ground for investment in alternative credit. It's a region investors can't afford to ignore. August 2024 Fixed Income Chinese onshore bonds: through thick and thin Why Chinese onshore bonds should always be part of global investors' diversified portfolios. July 2024 Fixed Income Emerging markets in the new world order The world order of the second half of the 20th century is being turned on its head. The shift should be positive for emerging markets and thus investors in EM debt. June 2024 Fixed Income Credit's turn to shine From attractive yields to strong fundamentals, our analysis shows that credit markets have the potential to outperform. May 2024 Fixed Income Biodiversity bonds: the new frontier in fixed income markets Sovereign, supranational and corporate borrowers are issuing bonds that embed biodiversity protection and restoration goals. April 2024 Fixed Income Tailoring the Taylor Rule for a clearer steer on rates What will happen to interest rates this year? We’ve developed a modified version of the Taylor Rule which might have the answers. March 2024 Fixed Income Credit where credit is due During the past quarter century or so, a blend of European credit would have delivered better returns at lower risk than the standard balanced portfolio February 2024 Fixed Income Positioning for a sea change in fixed income Government bond and credit markets are likely to suffer considerable volatility, but they offer careful investors rewarding opportunities. January 2024 Fixed Income Capitalising on human capital Investors can identify emerging market opportunities by focusing on countries' prospects for human capital growth. January 2024 Fixed Income Higher for longer than you think Investor are overly optimistic about how soon and deeply central banks will be able to cut rates. The fight against inflation isn't won yet. November 2023 Fixed Income A short cut to better bond returns The volatility of the fixed income market has left investors wary. But the yields offered by shorter-dated bonds are as attractive as they have been in quite a while. October 2023 Fixed Income Demystifying private credit Private credit is growing in importance as a source of capital. It gives investors premium yields and flexibility, but requires specialist skills and market access. June 2023 Money Market Money Markets Strategies in a changing environment After an abnormal period of very low if not negative rates, money market rates are coming back to very attractive yields and therefore represent one of the best solutions for cash allocation as well as a real alternative to riskier assets. December 2022 Fixed Income Demystifying currency hedging Investing overseas means investing in a foreign currency too. That can make life a little more complicated, particularly for bond investors. February 2021 Fixed Income Investing in Chinese bonds An emerging asset class of global significance