Credit

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6 min

Article

2025-10-31

Americas Total return Credit Wealth Program Fixed income Wealth Video

What's current in credit?

In this short video series, Fixed Income Portfolio Manager Connor Fitzgerald takes a look at what's current in credit. Given rather tight credit spread valuations, what is Connor's outlook for the next twelve months and where are the opportunities and risks now?

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5 min

Video

2025-10-31

Fixed income Credit Monetary policy Content CoE Program Global Program USA Article

Rate relief: Fed cuts half point, but says “economy is strong”

Our expert explains the Fed's bold rate cut and some key takeaways for investors.

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Caroline Casavant

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3 min

Article

2025-09-30

Income Fixed income Interest rates Wealth Program Asia advised retail Credit Wealth Article Wealth Chart in Focus

Chart in Focus: Four key areas of opportunities in bonds amid Fed uncertainty

We discuss four key areas of opportunities in fixed income amid Fed uncertainty in the second half of the year.

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Amar Reganti

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3 min

Article

2025-07-31

USA Total return Credit Wealth Program Fixed income Wealth Volatility Article

Time for credit selection to shine

Fixed income investors continue to seek answers to an era of volatile rates. Large, static exposures to credit markets no longer cut it. Instead, a nimble and dynamic approach is more likely to create resilient and consistent total return outcomes.

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5 min

Article

2025-07-31

Fixed income Interest rates Outlook Income Credit EM debt Government bonds High yield Investment grade Article

Capitalizing on rate shifts: Parsing opportunities in the second half

Fixed Income Portfolio Manager Campe Goodman and Fixed Income Strategist Amar Reganti discuss how to capitalize on potential rate shifts in the second half of the year

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Amar Reganti

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7 min

Article

2025-06-30

Income Total return Credit Fixed income Active management Client objective Article

Reframing fixed income portfolios: why bond maths makes the difference

It is easy to understand why fixed income investors tend to focus on yields. But investors who focus too much on yield may run the risk of overpaying for income and underestimating the impact of price volatility.

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5 min

Article

2025-06-30

Active management Total return Credit Income Fixed income Article

Looking beyond yield: Rethinking the approach of fixed income investing

Investors face a new regime, challenging traditional assumptions about returns and volatility. With central bank interventions impacting credit markets, it’s time to rethink income allocations. Rather than fixating solely on yield, consider a dynamic approach, presented by Connor Fitzgerald.

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5 min

Article

2025-05-31

Active management Interest rates Credit Inflation Income Growth Strategic allocation Tactical allocation Fixed income Article

New era demands a nimble approach to credit

Our expert explains why deep research and an active approach are effective ways for fixed income investors to uncover credit opportunities in today's market.

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5 min

Article

2025-05-31

Outlook Income Economic cycle Fixed income program Portfolio construction Fixed income Credit Distribution Asia advised retail Quick Take

Chart in Focus: Compelling opportunities in four higher-yielding credit sectors

Portfolio Managers Campe Goodman and Rob Burn share insights on where they are seeing compelling opportunities in high-yielding credit sectors.

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Quick Take

2025-03-11

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

Credit: Better opportunities to add risk on the horizon

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

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Article

2024-12-31

Income Credit Interest rates iStrat Investment grade Fixed income Americas Inflation Fiscal policy Monetary policy Fixed income program Quick Take

Why cash won’t cut it for long: The case for bonds

Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson and Investment Strategy Analyst Patrick Wattiau explore the relative potential benefits of bonds versus cash.

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Nanette Abuhoff Jacobson

Patrick Wattiau

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Quick Take

2024-08-31

Bank liquidity Interest rates Economic cycle Credit Fixed income Consumer Americas Quick Take

Will higher rates sap US consumer spending?

Higher interest rates have increased borrowing costs. Could a consumer-led US recession be looming? Fixed Income Portfolio Manager Kyra Fecteau sees three factors that may help mitigate the impact.

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Kyra Fecteau, CFA

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Quick Take

2024-03-31

Credit Asia Emerging markets Asia advised retail Fixed income Interest rates Monetary policy Whitepaper

Deep and diverse: Welcome to today’s Asia credit market

Two of our Singapore-based experts on Asia credit discuss the market's key features, along with how it's evolved and is likely to continue doing so.

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Ross Dilkes, CFA

Tanya Sanwal

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Whitepaper

2024-03-31

Credit Volatility Asset allocation Fixed income Economic cycle Interest rates Quick Take

Sector rotation opportunities for nimble credit investors

Following a credit market rally, Fixed Income Portfolio Manager Rob Burn still sees value in higher-yielding sectors but believes investors should stay nimble.

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Quick Take

2024-02-29

Fixed income Portfolio construction Macro and market Asia advised retail Article Brand Credit

The three hallmarks of an unconstrained bond fund

Portfolio Managers Brij Khurana and Brian Garvey and Investment Director Brian Doherty highlight three key characteristics that they believe every unconstrained bond strategy should incorporate.

Multiple authors

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Article

2023-12-31

Credit Economic cycle Interest rates Monetary policy Government bonds USA Quick Take

Credit investing against a slower-growth, higher-inflation backdrop

The significant flattening of the US Treasury yield curve in recent months has some prognosticators calling for an impending US recession. Not so fast, says Fixed Income Portfolio Manager Rob Burn.

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