Latest fixed income thinking

  • What does the data say? Are we close to 1970’s-style stagflation?

    29 Jul 2022

    In this month’s instalment of our visual series on topical themes, we look at whether the global economy is heading towards stagflation.

  • Bumpy ride set to continue for credit investors

    18 Jul 2022

    The co-managers of the Aviva Investors Strategic Bond strategy give their views on the outlook for credit markets following the worst first-half in at least 40 years.

  • EMD: On the bread line

    6 Jul 2022

    Russia’s war in Ukraine has contributed to soaring food prices, supercharging global inflation. Poorer countries will likely be hardest hit, adding to the risk of social unrest. With public finances and incomes already under strain, emerging-market debt investors should be on high alert.

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