menu
search
Skip to main content
search

Fixed income

Showing 10 of 33 Insights Posts
2169282156
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Allocating to fixed income in an age of austerity

Amar Reganti and Adam Norman explore how flexible fixed income strategies may offer stability and yield in a volatile market environment.

Continue reading
event March 2025
5 min
Article
2026-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mountain valley
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Making the most of the new economic era’s bright spots

Despite uncertainty, there are important factors that justify a more optimistic approach. By focusing on structural trends and considering a wide range of views, investors can position portfolios for positive long-term returns.

Continue reading
event March 2025
8 min
Article
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1142861831
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The yield buyer

Our fixed income experts examine the impact of tight credit spreads and elevated yields on today’s credit markets and explore the value of active management.

Continue reading
event March 2025
4 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
678836663
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

High hopes and low credit spreads

Connor Fitzgerald highlights the implications of tight credit spreads and the importance of flexibility for fixed income managers navigating today's market.

Continue reading
event March 2025
2 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1096496308
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

FOMC meeting: Misery loves company

Fixed Income Portfolio Manager Jeremy Forster explores the Fed's decision to hold rates, downgraded economic forecasts, and the implications of balance-sheet policy changes on inflation and market conditions.

Continue reading
event March 2025
3 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
galaxy-hero-banner-insight-1200x600
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event February 2025
5 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
157419721
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Turning tides for US Treasuries

Uncover the case for US Treasuries in fixed income portfolios against the current market backdrop.

Continue reading
event February 2025
3 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Categories final
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Securitized credit: Opportunity amid tight corporate spreads?

Portfolio Managers Rob Burn and Cory Perry discuss why they believe securitized credit has an attractive role to play in today’s tight-spread environment and highlight potential areas of opportunity in 2025.

Continue reading
event December 2024
5 min
Article
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Categories final
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Is your portfolio keeping pace with the changed outlook?

It's been an uncertain few years for investors, but looking ahead, we believe investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. What does a changed outlook mean for investors?

Continue reading
event December 2024
8 min
Article
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
wooden-ship-wheel
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Time for bond investors to take the wheel?

Volatility makes bond investing less straightforward, but it can also create opportunities, provided investors are in a position to "take the wheel" in order to capitalise on them.

Continue reading
event November 2024
8 min
Article
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.