Fixed income markets

INVESTING GLOBALLY & PROFITABLY

Positioning your fixed-income portfolio amid war

Sometimes the best offence is a very strong, high-quality defence

US Treasury yields have widened relative to the swap curve since the US and Israel commenced strikes on Iran on Feb 28.

Is the fixed-income market ripe for yield-hunting amid volatility? Here’s where to look, according to analysts

Short-duration bonds are preferred to their long-duration counterparts in periods of volatility

Lim Leong Guan, global head of financial intermediaries, family office and wealth advisory at BOS, says financial intermediaries face a dual challenge.

Intermediaries see shift to fixed income ahead of rate cuts, eye new markets for growth: BOS survey

Alternative investments and exchange-traded funds are also expected to see more demand

Siddharth Dahiya, global head of emerging-market debt at Aberdeen, believes that the tailwinds seen in emerging markets are part of "a longer-term cycle and more structural in nature for now".

Emerging-market bonds poised for ‘very strong run’ after years of outflows: Aberdeen

Drivers include the improved credit ratings of these economies and potential Fed rate cuts

What should fixed income retail investors do if they want to look for genuine yield?

The bond riddle: Finding yield in volatile fixed income

How will credit risk, the AI capex bubble, and other risks affect your fixed income portfolio? Howie Lim finds out.

Asian high-yield bonds have posted robust gains over the past two years as investors focused on solid yields, shorter maturities, and improving company finances despite geopolitical tensions.

UBS fund manager says Asia junk bond rally has further to go

Optimism over Asian high-yield bonds comes from healthier balance sheets, less reliance on US assets and renewed opportunities in China

The Brazilian central bank's headquarters in Brasilia. Like some other Latin American economies, Brazil faces an election cycle that may introduce volatility, but market-friendly outcomes could act as a tailwind.

Emerging market bonds: Resilient amid slower rate cuts

Latin America stands out as one of the more compelling regions

Asian fixed income delivered solid total returns in 2025 – around 8% for investment-grade strategies and more than 10% for non-investment grade strategies.

Why 2026 will be a turning point for Asian fixed income

The region offers a combination of yield, diversification, stability and improving credit quality

Long-duration assets are expected to exhibit “significantly higher price volatility” than the rest of the curve throughout 2026.
BROKERS’ TAKE

Smart yield hunting: CGSI says buy SGD, AUD-issued bonds, 5-10 year investment-grade debt

Analyst recommends investment-grade bonds with mid-term maturity rates