Fixed income markets

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

The bond bull market is set to continue, where returns accrue not by a quick drop in yields and a rise in prices, but rather by ongoing earnings from yield itself.

Yield is destiny: Welcome to Year 4 of the bond bull market

Given the wide spectrum of risks and outcomes, vigilance remains in order

The US Treasury has been focusing on short-term securities, especially T-bills, in its issuance strategy to avoid locking in current high long-term interest rates.
CIO CORNER

Rising public debt and what it could mean for investors

An immediate risk is that concerns over debt sustainability and credit rating cuts could trigger periodic volatility in bond yields