Ideas and Insights
Is income under pressure?
Do bond investors need to care about tariffs?
Finding yield without chasing risk
The three big bond market themes to watch in 2026
Six investment ideas for a more diversified market
How do bonds fit in a balanced portfolio?
How should investors think about duration right now?
What’s driving bond funds into 2026?
Tight spreads versus an active opportunity in high yield bonds
Debt, duration and discipline in bond markets
Where to find value when yields look stretched
372. Are credit spreads really expensive?
Complacency at the peak
Rethinking risk in US debt
Fixed income with a different flavour
Dull and reliable investments
358. How flexibility wins in uncertain markets
Is a strategic bond fund right for you?
Are tight spreads a bad thing for high yield?
2025 is going to be harder – but all-in yields are attractive and there will be select opportunities
Where is the real value in fixed income in 2025?
346. Navigating rate cuts and inflation: tactical strategies for a volatile market
Finding gems in the rubble: A contrarian’s guide to 2025 markets
How inflation and interest rates shape fixed income and multi-asset portfolios