Latest fixed income thinking
-
What does the data say? Credit in focus
31 Mar 2022
In this month’s instalment of our visual series on topical themes, we look at key trends in the credit market.
-
Now for the hard part…..The challenge of delivering net zero
29 Mar 2022
More than one fifth of the world’s largest listed companies have committed to net-zero targets, but few have detailed roadmaps to get there. Mirza Baig considers the challenges for investors managing transition pathways.
-
Russia-Ukraine update: The ten key questions for EMD investors
18 Mar 2022
We assess the near and longer-term implications of Russia’s invasion of Ukraine on emerging-market debt.
-
How bond investors can influence companies and governments to change their behaviour for the better
17 Mar 2022
Bondholders are starting to use their power to influence corporate behaviour in areas such as climate change, social inequality and biodiversity loss.
-
China, inflation and politics: Three reasons for EM turbulence
24 Feb 2022
Emerging market assets have underperformed developed market peers over the past decade. While this has led to valuation gaps, selectivity will be critical, argues David Nowakowski.
-
Untapped potential: Harnessing the full power of bondholder engagement
31 Jan 2022
Investor influence has long been confined to that of equity shareholders. Yet bondholders wield a lot of power. Can they harness it for positive change?
Bond Voyage: A journey into fixed income
Each month, our freewheeling fixed-income newsletter gathers insights from our high-yield, investment-grade, emerging-market and global sovereign bond teams.
Discover our fixed income capabilities
Fixed income is an indispensable building block for meeting a variety of investment goals, including income, inflation protection, liability management and capital appreciation.
Subscribe to AIQ
Receive our insights on the big themes influencing financial markets and the global economy, from interest rates and inflation to technology and environmental change.
