In Credit Weekly Snapshot – Big in Japan
Bond yields ratcheted higher globally last week, with a key trigger being shifting interest rate expectations in Japan. Will there be moves to repatriate overseas bond holdings to take advantage of these higher domestic rates? Read on for a breakdown of fixed income news across sectors and regions.
In Credit Weekly Snapshot – Tired of waiting for you
The European Central Bank is contending with increased fiscal spending and a massive shift in the Dutch pension system, leaving markets seeking clarity. Read on for a breakdown of fixed income news across sectors and regions.
In Credit Weekly Snapshot – Tiptoe through the tulips
Is 21st century crypto akin to 17th century Holland? Are we seeing the madness of digital crowds? The Bitcoin price could suggest so. Elsewhere, government bond yields are tracking down in anticipation of further monetary policy easing. Read on for a breakdown of fixed income news across sectors and regions.
2026 Fixed Income Outlook: Seizing opportunities in a rate-cutting cycle
Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.
In Credit Weekly Snapshot – Top of the world
From the relationship between democracy scores and flagpole height, to government bond yields and budget machinations, it was a busy week in fixed income. Read on for a roundup of news across sectors and regions.
In Credit Weekly Snapshot – Let’s go ‘round again
Are we approaching the end of a rate cutting cycle? There does appear to be a dampening of several key themes, reflected in the dollar finally plateauing a little after a tumultuous 12 months. Read our weekly snapshot of global fixed income markets.
UK autumn budget preview: the big gilt trip
We set out three potential scenarios the chancellor could follow as she attempts to balance the books, and what each might do to bond yields and markets.
The resurgence of financial deregulation: implications for markets and investors
Financial deregulation has re-emerged as a significant theme, creating new opportunities but reopening familiar vulnerabilities
In Credit Weekly Snapshot – A solid bond in your heart
With the UK budget looming, gilts rallied through October – helped somewhat by an interest rate cut. There were also rate moves elsewhere, with the US and Canada cutting, while Japan and the ECB kept things on hold. Read our weekly snapshot of global fixed income markets.
Bond investors join the AI infrastructure boom
The AI infrastructure boom is more than a tech story – it’s a fixed income story. Discover how this capital-intensive transformation is creating new opportunities and risks for bond investors.
