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Investment Management
Calculating the active advantage in fixed income
Re-evaluating passive bond allocations – which have historically underperformed active strategies – may open the door to improved investment outcomes.
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Investment Management
Three big questions facing bond investors in 2026
Where are the opportunities for fixed income investors?
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Investment Management
Will long‑maturity government bond yields rise this year?
Arif Husain, CFA, explores the forces that could impact long‑maturity government bond yields.
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Investment Management
Why investors should choose active for fixed income
This year's market risks may mean active decision‑making is needed to unlock credit opportunities.
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Investment Management
Affirming the value of ESG in emerging market debt
When applying environmental, social and governance (ESG) factors to emerging markets, Allianz Global Investors favours a flexible approach that balances impact with opportunity.
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Investment Management
Japan’s JGB jolt
Japan’s snap‑election decision has sent JGBs surging and put the global yen carry trade on alert.
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Investment Management
Looking beyond the US for opportunity in 2026
US dollar weakness could boost overseas currency exposure, according to T. Rowe Price’s 2026 Global Market Outlook.
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Investment Management
Dispelling myths in emerging market debt
Improvements in fiscal competence and policymaking are transforming perceptions of emerging market debt.
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Investment Management
Global fixed income 2026: Dollar weakness, AI debt risks & green bond opportunities
Global fixed income markets are facing a unique mix of challenges and opportunities.
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Investment Management
Why consider short-term emerging market debt?
Can this asset class lower risk while still delivering strong returns? Professional investors only.
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Investment Management
Where to find the ’free lunches’ in fixed income
Diversification is supposed to be the only free lunch in investing, but corporate bond investors can find many more – if they know where to look.
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Investment Management
Why 2026 could favour active bond strategies
Julien Houdain and Lisa Hornby examine central bank policy divergence, inflation risks, valuation dynamics and emerging opportunities across global fixed income markets.
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