Fixed Income
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CGAM macro snapshot – three risks: Greenland, tariffs & new Fed chair
Emma Moriarty, Portfolio Manager at CG Asset Management, highlights three mounting macro risks linked to Greenland, tariffs and the choice of the…
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Isio: Gold’s rally reinforces the appeal of income-generating defensive credit
Tom Wilson, Head of Credit Research at Isio, considers whether gold’s powerful rally truly offers dependable protection for investors. He notes that…
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Building resilient portfolios with active fixed income management
Advisers and investors are increasingly focused on fixed income solutions that provide both reliable income and portfolio resilience. Andrew Stephens, EMEA Head…
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The great realignment: 2026 outlook for fixed income
Anders Persson, Head of Fixed Income at Nuveen, outlines a global economy entering a new regime of fiscal dominance and structural dispersion.…
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Fixed Income outlook: Invesco’s Fixed income team sees a strong case for bonds in 2026
Economies across Europe and the US have shown their resilience as central banks reduced interest rates. Further reductions may follow. All this…
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PIMCO economists react to UK Budget: relief rally in gilts but medium-term fiscal concerns remain
In the following updates, economists from PIMCO share their views following today’s UK Budget. They highlight why gilt markets cheered in the…
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UK Budget: What it means for fixed-income markets and investors
Morningstar says today’s Budget offers stability for bond markets, with steady Gilt yields, moderating inflation and supportive policy creating attractive long-term opportunities…
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Bond markets have the final say, and things could get volatile
Ahead of today’s Budget, UK gilt markets are braced for a potentially volatile reaction as investors assess whether the Chancellor can convincingly…
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Schroders: Lots of noise, but little signal from recent US data
Marcus Jennings, Fixed Income Strategist, Global Unconstrained Fixed Income, Schroders, explains why now the US government shutdown is over, we expect the…
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Why it’s important to be flexible in unpredictable times: a fixed income perspective
L&G believe uncertainty is the new certainty due to geopolitical issues, including the potential impact of US tariffs on the global economy.…
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