Fixed income

We have been building our fixed income business since the early 1980s, expanding our capabilities over time to meet client needs.

November 2024 Fixed Income

Playing the other Trump card

Donald Trump's election victory is likely to be significant for fixed income investors worldwide. But quite how significant depends on which version of Trump we get.
November 2024 Fixed Income

China stimulates, emerging countries win

China's incipient recovery, primed by rounds of stimulus, is adding to emerging markets' positive momentum, compounding the effects of falling global interest rates and trade normalisation.
October 2024 Alternatives

A local approach to European private debt

European private debt is a diverse and growing market. Local expertise is essential to making the most of the opportunities on offer, particularly in the often overlooked lower-mid-market segment.
October 2024 Fixed Income

Demystifying unconstrained fixed income investing

Unconstrained fixed income strategies can easily adjust to changing macro conditions, allocate beyond the mainstream and use duration to maximise returns.
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.