Geopolitics, inflation, and the shifting dynamics of global bond markets
Fidelity International Global Fixed Income CIO Marion Le Morhedec reviews the impact of higher oil prices, shifting rate expectations, and so-far resilient credit markets.
Fidelity International 19th Mar 2026
The impact of AI on fixed income
The impact of AI on equity markets has been widely interrogated. The impact for bond markets is more complex. Corporate bond investors need to look at the impact on individual companies and their a...
Adviser-Hub 10th Oct 2025
Fixed Income: Why Euro corporate bonds may be one solution to fading US exceptionalism
Euro corporate bonds are gaining ground amid fading US exceptionalism and rising hedging costs. Discover why investors around the world are rethinking their bond allocations.
Aberdeen Investments 29th Jul 2025
The Week: US concentration in fixed income
Bond market indices have high weightings to the US at a time when US Treasuries look vulnerable.
Adviser-Hub 26th Jun 2025
Why global fixed income strategies are important in today’s market environment
Expanding the opportunity set by adopting a global approach can provide fixed income investors with several important benefits, says Capital Group’s Jeremy Cunningham.
Capital Group 18th Mar 2025
Beyond the traditional
In the latest episode of From the Income Desk, Ninety One’s Jason Borbora-Sheen and Darpan Harar join Ellie Clapton to discuss the opportunities that lie beyond traditional fixed income alloc...
Ninety One 13th Mar 2025
Capital Group 6th Mar 2025
Bank of England Blog: disagreement and agreement
Fidelity fixed income portfolio manager Kris Atkinson outlines his latest views on interest rate risk from here and highlights why he still remains long UK duration.
Fidelity International 18th Feb 2025
Fixed income outlook: resilient US provides an anchor
The enduring resilience of the US economy will be a key driver of financial markets in 2025 and beyond.
Capital Group 7th Jan 2025
Reasons to believe: time for fixed income
As interest rates drop and inflation cools, abrdn assess the most promising segments of the fixed income market.
Aberdeen Investments 20th Nov 2024
The Week: trouble ahead for fixed income markets?
Fixed income markets are facing pressure as inflation expectations revive. Where are the vulnerabilities?
Adviser-Hub 14th Nov 2024
abrdn publishes Fixed Income Engagement Roadmap
abrdn addresses the gap in active ownership global bond market by aiming to enhance bondholder stewardship practices.
Aberdeen Investments 15th Oct 2024
Breakfast briefing: Fixed Income - Time for outcome-based?
Investors often hold cash for yield and liquidity. Mark Munro and Paul Mehta discuss Global Fixed Income Funds that offer attractive yields and mitigate volatility amidst falling cash yields.
Aberdeen Investments 10th Oct 2024
Capital Group | Fed insights webinar: Post-meeting analysis and market impact
Fixed income portfolio manager Timothy Ng and economist Jared Franz delve into the Federal Reserve’s recent action and analyse potential implications for interest rates, broader fixed income...
Capital Group 4th Oct 2024
Navigate choppy waters with the help of bonds
Find out if an allocation to fixed income could help smooth the way with abrdn's Jamie Irvine.
Aberdeen Investments 19th Sep 2024
The Week: investors should exercise caution on fixed income exuberance
Fixed income funds have seen record inflows over the summer, with investors worried about recession, but the optimism may have gone too far.
Adviser-Hub 22nd Aug 2024
Engaging UK water companies: the bondholder’s view
Fidelity fixed income portfolio managers Kris Atkinson and Shamil Gohil highlight the crucial role that bondholders can play when it comes to driving change on sustainability issues.
Fidelity International 21st Mar 2024
Exploring opportunities in emerging market debt
Deep dive into emerging market debt with Erin Lefkowitz, Senior Fixed Income Portfolio Manager at Mercer, and leaders from Ninety One’s EM Fixed Income platform Victoria Harling and Peter Ken...
Ninety One 21st Feb 2024
Catching the inflection point in bond markets
Fixed income markets are approaching an inflection point amid signs of easing inflation and expectations of lower rates. As the impact of tight monetary policy edges the domestic economy towards re...
Fidelity International 31st Jan 2024
The Week: Is it really the year of the bond?
Asset allocators have teed up 2024 as the year of the bond, but it is not a one-way street.
Adviser-Hub 11th Jan 2024
How to think about bonds in this new world
Capital Group shares why they believe in the value of fixed income in portfolios, and how bonds should be viewed in this different world.
Capital Group 15th Nov 2023
Whatever happened to the recession – and does it matter for bonds?
Capital Group’s analysis points to one clear implication: the importance of investing in fixed income despite ongoing uncertainty.
Fixed Income Perspectives Q4 2023
Fixed Income Perspectives Q4 2023: quarterly macro and market insights from Capital Group’s fixed income team.
Capital Group 8th Nov 2023
A free lunch for fixed income investors?
Bond markets are currently experiencing a rare irregularity with the inversion of the yield curve. Fixed income portfolio managers Kris Atkinson and Shamil Pankhania outline why this offers a uniqu...
Fidelity International 20th Oct 2023
Is now the time to exit cash and move back into bonds?
Capital Group’s Haran Karunakaran explores whether we are at an inflection point where it makes sense to shift back into fixed income.
Capital Group 7th Sep 2023
abrdn | Fixed Income Explained Podcast: Addressing Uncertainty
Are you wondering how to navigate today’s bond markets? Fixed Income Explained Podcast host Peter Marsland is here to help you explore the opportunities.
Aberdeen Investments 23rd Jun 2023
2023: will inflation and interest rates change direction?
The path of inflation and interest rates has preoccupied investors in 2022. Fixed income markets have been forced to make a significant adjustment to a different economic outlook. The shift has bee...
Adviser-Hub 12th Jan 2023
The Week: Fixed income holdings drop to 14-year lows
Investors are abandoning fixed income, as rising inflation and interest rates take hold, but could they be leaving themselves vulnerable?
Adviser-Hub 13th Apr 2022
Fixed Income Spotlight: Sustainable investing
Fidelity’s fixed income investment team explores the critical role that fixed income investors can play in decarbonising the global economy and mitigating the impact of climate change.
Fidelity International 10th Feb 2022
Time to look beyond Evergrande and China’s ‘too big to fail’ era
As Evergrande has sunk deeper into debt, investors have been rattled by fears of potential contagion. Fidelity’s locally-based investment team considers the implications for fixed income investors in...
Fidelity International 30th Sep 2021
The Week: Europe’s going green
There has been a flurry of green bond issuance in Europe, does it solve the ESG problem for fixed income investors?
Adviser-Hub 8th Sep 2021
The Week: The fixed income reckoning
The year has started badly for fixed income, but ultimately, it may bring greater opportunity as yields rise.
Adviser-Hub 10th Mar 2021
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