Opportunistic Fixed Income

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Outlook Fixed income Geopolitical Income Global High Yield Global Impact Bond Euro High Yield Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Credit EM debt Government bonds High yield Investment grade
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Bond Market Outlook

Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.

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2025-12-31
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Fixed income Monetary policy Yielding insights Content CoE Program Global Program Market commentary Americas Opportunistic Fixed Income Interest rates Article
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The real issue on rate cuts? Keep your eyes on the dot (plot)

Keep your eyes on the Fed's 2025 dot plot. The real story is where policy rates are headed, not just the next rate cut.

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By

Brij Khurana

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3 min
Article
2025-09-30
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Fixed income Investment grade Real estate Institutional Program Global Credit Plus Opportunistic Fixed Income Credit Article Economic cycle Sustainability
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Office to multifamily conversions: Implications for CMBS investors

Our experts explore the emerging trend in some US cities of converting office space into multi-family units and its implications for bond investors.

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5 min
Article
2025-07-31
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Active management Currency Fixed income Macro and market Euro High Yield Global Credit Plus Global High Yield Global Impact Multi-Sector Credit Opportunistic Fixed Income Corporate cash Defined contribution (DC) Distribution Private pension (DB) Public pension (DB) Sovereigns Subadvisory Union (Taft Hartley) Article
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Currency interventions — here to stay?

Marco Giordano and Danielle Wei discuss the growing risk of large-scale currency interventions and what investors can do to prepare for the associated risks and opportunities.

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By

Marco Giordano

Danielle Wei

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4 min
Article
2025-06-30
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Fixed income Interest rates Investment grade Opportunistic Fixed Income Global Credit Plus Multi-Sector Credit High yield Credit Americas Economic cycle Fixed income program Quick Take
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Agency MBS key questions for 2024

Is there room for mortgage spreads to tighten further? Brian Conroy and Joseph Marvan examine this and seven other questions that will be significant for the agency MBS market in 2024.

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By

Brian Conroy, CFA

Joseph Marvan, CFA

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Quick Take
2025-03-31
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Active management Fixed income Portfolio strategy Fixed income program Income Macro and market Credit Investment grade High yield Multi-Sector Credit Opportunistic Fixed Income Whitepaper
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5 reasons to be active in fixed income

Actively managed fixed income portfolios have several distinct advantages over passive approaches.

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Whitepaper
2025-02-28
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EM debt Macro and market Outlook Balance sheet Public pension (DB) Sovereigns Unit linked Union (Taft Hartley) Multi Single Distribution Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Fixed income Emerging markets Macro Fixed income program Quick Take
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Emerging markets debt: resilience in the face of adversity

Our expert discusses why she is positive on the outlook for emerging markets debt, even though growth will likely slow.

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By

Gillian Edgeworth

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Quick Take
2025-01-31
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Outlook Income Economic cycle Credit Multi-Sector Credit Opportunistic Fixed Income Global Credit Plus Global High Yield Fixed income Inflation Asset allocation Fixed income program Article
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Credit: Better opportunities to add risk on the horizon

Our experts review current macro dynamics impacting the bond market and discuss where they see opportunities and risks across credit sectors.

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By

Campe Goodman, CFA

Rob Burn, CFA

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Article
2024-12-31
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Outlook Interest rates Fixed income Global Credit Plus Global High Yield Opportunistic Fixed Income Multi-Sector Credit Fixed income program Article
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Rates: Tracking the trade-off between inflation and growth

In their 2024 rates outlook, Investment Directors Amar Reganti and Marco Giordano investigate the treacherous trade-off faced by central banks and what it means for bond investors.

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By

Amar Reganti

Marco Giordano

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Article
2024-12-31
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Volatility Credit Economic cycle Opportunistic Fixed Income Fixed income Americas Fixed income program Article
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Have the Fed’s recent comments just provided a tailwind for agency MBS?

Fixed Income Portfolio Manager Brij Khurana explains why the market may be missing an important nuance in the Fed's focus on financial conditions.

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By

Brij Khurana

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Article
2024-11-30
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Fiscal policy Government bonds Asset allocation Market commentary USA Fixed income Credit EM debt Opportunistic Fixed Income Quick Take
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The “cleanest dirty shirt” now has too many stains

Fixed Income Portfolio Manager posits that US fiscal profligacy will change the game for asset allocators. 

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By

Brij Khurana

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Quick Take
2024-09-30
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Economic cycle Interest rates EM debt Opportunistic Fixed Income Multi-Sector Credit Global Credit Plus Fixed income Emerging markets Total return Quick Take
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How would emerging markets weather a “standard” recession?

Macro Strategist Gillian Edgeworth explores the potential impact of a developed market recession on emerging markets.

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By

Gillian Edgeworth

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Quick Take
2024-08-31
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Economic cycle Japan Monetary policy Opportunistic Fixed Income Multi-Sector Credit Global Credit Plus Euro High Yield Global High Yield Government bonds EM debt Investment grade High yield Fixed income Equity Multi-asset Interest rates Quick Take
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How to interpret the Bank of Japan’s latest policy shift

We analyse the wide-ranging investment implications of the Bank of Japan's latest policy shift.

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By

Marco Giordano

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Quick Take
2024-08-31
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