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Professional Investors
Assessing local market allocations in emerging markets
Is the recent performance of local emerging markets cyclical or structural?
This quarterly deep dive from the Franklin Templeton Fixed Income team analyses emerging market performance...
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Professional Investors
Can the Eurozone tolerate higher rates for long?
Can the Eurozone tolerate higher rates for long?
The market is pricing in higher euro rates through 2031. But can the region’s economy take them?
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Professional Investors
Customisation, tax efficiency and control — why fixed income SMAs are growing
Customisation, tax efficiency and control — why fixed income SMAs are growing
Invesco’s June 2026 Global Fixed Income Strategy Monthly Report examines the key forces shaping global...
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Professional Investors
How machine learning helps identify convertible bond market opportunities
How machine learning helps identify convertible bond market opportunities
Schroders' new tool combines data-driven scale with analyst expertise to identify credit signals earlier....
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Professional Investors
Balanced portfolios still need bonds
Balanced portfolios still need bonds
Bonds may not hedge every shock, but they still protect balanced portfolios when growth falters.
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Professional Investors
Big Beautiful Bonds: Why big tech's borrowing boom is reshaping credit markets
Big Beautiful Bonds: Why big tech's borrowing boom is reshaping credit markets
The biggest shift in credit markets over the past six months hasn’t come from banks or industrials, but...
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Professional Investors
New horizons in private credit: Why infrastructure debt stands out today
New horizons in private credit: Why infrastructure debt stands out today
Infrastructure debt offers a differentiated, diversifying source of yield – backed by essential assets,...
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Professional Investors
Measuring what matters in public and private fixed income
Measuring what matters in public and private fixed income
With spreads tight and dispersion rising, the tools investors use to judge performance matter more than...
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Professional Investors
Hormuz, we have a problem. Do we?
Hormuz, we have a problem. Do we?
Bond markets are pricing the war in Iran. Equity markets are not. That divergence has become a defining...
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Professional Investors
AI credit expansion: Assessing the micro and macro Risks
AI credit expansion: Assessing the micro and macro Risks
Today’s AI financing wave looks more disciplined than past infrastructure investment booms, yet it still...
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Professional Investors
Hormuz disruption: What it means for income investors
Hormuz disruption: What it means for income investors
Wild swings in energy prices signal inflationary forces stretching into the longer-term. Investors seeking...
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Professional Investors
Geopolitical tensions: Markets tend to price risk, not hope
Geopolitical tensions: Markets tend to price risk, not hope
When uncertainty rises, they tend to price risk first, often before outcomes are clear. The renewed tensions...
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