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2026 Midyear Investment Outlook
2026 Midyear Outlook: Investing through uncertainty
Capital Group's latest Outlook report offers actionable insights into global markets
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AI runs on electricity. Fixed income finances it.
Green bonds could power the AI build-out
AI is driving a sharp rise in electricity demand, turning power infrastructure into one of the biggest...
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Professional Investors
Multi-year outlook: Rupture and resilience
Multi-year outlook: Rupture and resilience
A global economic environment defined by fractured alliances, fiscal strain, and massive-scale AI investment...
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The hunt for alpha in frontier markets as EM debt recovers
The hunt for alpha in frontier markets as EM debt recovers
EM debt has recovered from March weakness, as investors refocus on frontier market opportunities despite...
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Professional Investors
Strong yields offer upside as risks linger
Strong bond yields offer upside as risks linger
Bonds hit a sweet spot for income and diversification
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Professional Investors
From geopolitics to policy: what drives bond yields next
From geopolitics to policy: What drives bond yields next
With a resolution in the Middle East now looking more likely, Schroders takes a look at how bond markets...
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Professional Investors
Probing the pitfalls of passive investing in short dated bonds
Probing the pitfalls of passive investing in short dated bonds
Short-dated investment grade credit is a compelling opportunity today - offering an attractive income...
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Professional Investors
GBP Falls and FTSE 100 Stocks Wobble After Andy Burnham By-Election Victory
Burnham Effect: What the Makerfield result means for UK markets
Stocks, bonds, and currency markets opened lower as investors weigh the prospect of political change...
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Professional Investors
Sustainable fixed income in a disrupted, energy-hungry world
Sustainable fixed income in a disrupted, energy-hungry world
Green bonds are becoming central to how modern economies are built and powered.
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Professional Investors
When geopolitics becomes an economic input
When geopolitics becomes an economic input
Strategies to strengthen and diversify portfolios need to adapt to a world where geopolitical risk is...
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Professional Investors
Beyond the headlines: The case for EM debt today
Beyond the headlines: The case for EM debt today
Despite a turbulent month marked by geopolitical tension, elevated oil prices, and a stronger US dollar,...
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Professional Investors
Revisiting the top 10 investment themes for 2026
Revisiting the top 10 investment themes for 2026
How has each theme evolved and where are the most compelling opportunities for investors in the second...
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