A quarterly summary of our fixed income investment team's views on some of the main themes driving global bond markets, and the investment outlook in light of these factors.
Our in-depth look at last month's important events.
Against a challenging backdrop, long-term investors are taking a fresh look at income and how to use it.
Engagement matters most when it changes outcomes.
We outline opportunities we see in Asia Pacific – a region ripe for uncovering the sustainability leaders of tomorrow.
The potential benefits of a dynamic focus on quality income
The MyFolio Sustainable Index fund range has just turned one. Find out about its key features.
Are you wondering how to navigate today’s bond markets? Fixed Income Explained Podcast host Peter Marsland is here to help you explore the opportunities.
Devil's advocate: macro may be uncertain, but ignoring regimes risks portfolios.
Can investors play a part in the battle against climate change while also seeking attractive financial returns?
ESG ratings are useful inputs, but conviction requires active judgement.
From elevated yields to defensive characteristics, we make the case for short-duration bonds.
How the artificial intelligence equity story is now a bond story too.
How do passive multi-manager funds stay in line with client needs?
What lies ahead for UK real estate? Read more here.
We explain why we believe there are compelling reasons to invest in emerging markets.
US consumer sentiment is at lows normally reserved for times of severe recession. Regardless of whether household perceptions have broken from reality, or macro data are failing to capture a wide swathe struggling to get by, the ‘vibecession’ matters for politics. Ultimately it feeds into votes, policy choices and back into the economy and markets.
What are the roles that EM currencies play in driving total returns for investors? Nick Robinson & Kieran Curtis sit down to discuss performance of EM currencies, the US dollar and the currencies coupled to it.
Looking ahead through the rest of 2026 and beyond, we see compelling opportunities in infrastructure equity as long-term structural trends continue to reshape the sector. Discover more in this video with Josh Duitz.