bond yields

Bank of Japan quantitative tightening has compressed the spread between Japanese and global bond yields, even as the Yen hits new lows.

Tariff revenue - which pays for most of the US government's tax cuts - is running behind forecasts in the near term.

Rising yields are usually unimportant. In sharp contrast, valuations are always crucial. Australian and value stocks abate this major risk.

Kapstream’s Mark Bayley explains how fixed income has become a genuine return driver.

A broader concern is that even higher yields will threaten equity valuations and fiscal instability.

In news that surprised little in markets, a rate hiking cycle has begun, here’s how we are positioning portfolios accordingly.

The Fed will probably keep interest rates unchanged next week after cutting the funds rate by 25bp to 3½–3¾% last month in a split decision.

Recent data suggest that the BoE could pause in cutting rates when it meets in February.

From volatility suppression to volatility exportation: A playbook for the $3.7 trillion unwind.

With one of the most attractive set-ups for fixed income in years, 2026 offers a rare opportunity to embrace the strategic role of bonds.