Latest fixed income thinking
-
Bond Voyage: A journey into fixed income
10 Feb 2025
As we negotiate an uncertain landscape, our fixed income teams reflect on potential sources of resilience.
-
The cash conundrum: Five things to know about cash, saving and investing
7 Feb 2025
In this article, we explore the logic behind holding assets in cash, the difference between saving and investment, and why a longer-term focus may help investors achieve their objectives.
-
Can credit hold firm in 2025? The outlook for investment grade credit and climate transition
24 Jan 2025
Credit spreads remained largely immune to turbulence in 2024 despite concerns for a reacceleration in inflation, an unprecedented scale of global elections and volatility on economic data and changing rate cut expectations. Where to in 2025?
-
Liquidity outlook for 2025: Credit, yield, regulation, positioning – what to expect for the year ahead
22 Jan 2025
The conditions for investing in liquidity look broadly favourable for 2025, but that’s not to say it will be plain sailing.
-
Bond Voyage: A journey into fixed income
13 Jan 2025
With a new US president poised to take office, central banks diverging and ongoing political uncertainty, how are the key fixed income asset classes positioned for the year ahead?
-
Sovereigns’ state: Analysing the new challenges facing global sovereign bonds
13 Dec 2024
The expected policies of a Republican administration in the US bring added uncertainty to the global growth cycle. Steve Ryder and Daniel Bright examine the probable impacts of a world with more tariffs and political strains.
-
40 years of lending lessons: How four decades in real estate debt has shaped Aviva Investors’ approach
12 Dec 2024
From navigating market crashes to embracing ESG and technology, Adrian Poole and Gregor Bamert reveal how 40 years of real estate debt investing have moulded Aviva Investors’ strategy – and what it takes to stay ahead in a rapidly changing market.
-
Buy-and-maintain credit: Taking the road to net zero
10 Dec 2024
Long-term trends like climate change are particularly important for buy-and-maintain investors. How can they integrate climate objectives, such as net zero by 2050, into their portfolios?
-
Bond Voyage: A journey into fixed income
9 Dec 2024
This month, we explore how US Treasuries are taking a breath, why 2025 could be the year of carry for high yield, what increasing dispersion means for emerging markets, and how surging M&A activity could affect investment-grade bonds.
-
The case for ReturnPlus: A capital efficient enhanced liquidity strategy
29 Nov 2024
The ReturnPlus strategy invests in a broad range of liquidity sub-asset classes, while consuming limited regulatory capital. Our ReturnPlus team explains why investors should consider an allocation to the strategy.
-
From tactical to strategic: Investing in emerging-market hard currency debt in your fixed income portfolio
18 Nov 2024
Investors should consider EMD hard currency for a long-term strategic allocation within fixed income portfolios to boost portfolio returns, rather than just a short-term tactical play.
-
Bond Voyage: A journey into fixed income
4 Nov 2024
This month, our fixed-income investment teams discuss US elections, IMF meetings, US versus European high yield, managing declining rates for cash, and what the future might hold in store for gilts.
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.
![Bond Voyage](http://static.aviva.io/content/dam/aviva-investors/main/assets/views/bond-voyage-a-journey-into-fixed-income/bond-voyage-hero-web-card.$16x9-mobile-4cols$.jpg?$16x9-mobile-4cols$)
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.
![Fixed income capabilities](http://static.aviva.io/content/dam/aviva-investors/main/assets/capabilities/fixed-income/fixed-income-card.$16x9-mobile-4cols$.jpg?$16x9-mobile-4cols$)
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.
![Subscribe to AIQ](http://static.aviva.io/content/dam/aviva-investors/main/assets/views/views-promo-box.$16x9-mobile-4cols$.jpg?$16x9-mobile-4cols$)