Fixed income markets

Credit markets are underpricing inflation, debt risks: Robeco CIO

Against this backdrop, the asset manager favours shorter-duration exposures and higher-quality credit

Commercial and residential mortgage-backed securities and collateralised loan obligations account for around 75% of all securitised credit outstanding.

Why securitised credit is gaining relevance

Cash flows from securitised credit are generated by the underlying assets that back them, tying performance to asset-level fundamentals

Much like the equity market prior to EQDP, the SGD fixed income market has remained in a state of relatively low liquidity and insufficient supply issuance.
INSIGHTS FROM CFA SOCIETY SINGAPORE

Revitalising Singapore’s bond market

A vibrant bond market is essential to match the liabilities of insurance and pension funds, as well as to finance the growth of local firms

For Jonathan Mondillo, global head of fixed income at Aberdeen, geopolitical risks remain a major concern.

Investors buy the dip in bonds as the sovereign-corporate divide widens: Aberdeen executive

Demand for investment-grade bonds still outstrips supply, with deals being regularly oversubscribed, he adds

Traders erased what little remained of their wagers on Fed easing this year and trimmed expectations of a cut in 2027. 

US bonds fall as strong jobs data undermines Fed cut outlook

[NEW YORK] Bond traders ended the week betting that the Federal Reserve will keep interest rates steady this year, on signs of a stabilising US labour market and uncertainty about the economic impact ...

As at Mar 12, investors are bracing for a higher-for-longer interest rate landscape, with no Federal Reserve rate cut priced in for 2026.
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.