Fixed income markets

Outperforming Asia credit markets a draw for investors

These markets have remained resilient despite the energy shocks from the Middle East conflict, says JPMorgan Chase report

Franklin Templeton's Sonal Desai says investors should be cautious about making aggressive bets on falling interest rates.

US deficits, not de-dollarisation, reshaping bond markets: Franklin Templeton

Issues such as persistent fiscal spending are likely to keep yields elevated, says firm’s fixed-income CIO

With US dollar cash rates now closer to the mid-3% range, its relative appeal has diminished compared to recent years.

The end of easy cash returns forces a rethink of fixed income

Cash yields are falling as central banks move deeper into the easing phase of the cycle

Against a backdrop of rising geopolitical tensions and shifting market dynamics, unconstrained fixed income strategies can offer investors greater flexibility in navigating volatility.
BRANDED CONTENT

How unconstrained fixed income strategies are navigating volatile markets

L&G’s Matthew Rees explains how flexible approaches are uncovering opportunities in hyperscaler debt, utilities and other long-term growth sectors

How should the average retail investor think about reintroducing fixed income into a typically equity-heavy personal portfolio?

Yield without fear: Navigating credit markets in a high-rate era

With $12 trillion in money markets, fixed income is vital. Discover bond selection, market opportunities, high-yield bond risks, and strategies for resilient portfolios amid unpredictable interest rat...

Petrol prices in the US have ratcheted higher due to the war on Iran.
INVESTING GLOBALLY & PROFITABLY

Prepare for a turn in the interest rate cycle

Bond investors should be mindful of excessive duration exposure within their portfolios

Kevin Warsh's reassurances that he is committed to the independence of the FOMC need to be balanced against his persistent criticism of the central bank.

What bond investors should know about a Warsh-led Federal Reserve

The new chairman’s preferred inflation gauge is different from the one the US central bank currently uses

China's bond market trades on domestic fundamentals, reinforcing the country's role as a diversification anchor.

Asia’s different economic stories are opening up opportunities in fixed income

The region’s credit markets are weathering the recent geopolitical stress with resilience

Koay Hui Sien, head of iShares fixed-income product strategy, Apac ex-Japan at BlackRock, says investors that hold cash risk losing to inflation.

Cash piles hit record highs, but fixed income offers higher yields: BlackRock

Bonds are not ‘too much risk’ while still yielding 6-8%, says the money manager

Anton Eser notes that despite a more fragile macro backdrop, spreads across both investment-grade and high-yield credit remain tight in public markets.

Credit markets are underpricing inflation, debt risks: Robeco CIO

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