fixed income

Two advisers share how they're positioning portfolios for the years when cash flow matters most.

Broken correlations are creating opportunities. Here are the themes, trades and risks Fulcrum is focused on now.

Why Neuberger's Adam Grotzinger believes investors are fighting the last war while potentially missing out on today's opportunities.

Janus Henderson's Jay Sivapalan explains why income investing is attractive again, where risks are building, and how AI is reshaping bonds.

BMO's Fred Demers says investors are underestimating policy support, overestimating recession risk, and expecting too many rate cuts.

Yarra's Roy Keenan explains why fixed income still offers compelling yields, attractive risk-adjusted returns and fresh opportunities.

Day-to-day price movements in markets remain dominated by what is happening around the Middle East conflict.

Relying on the investment playbook of the 2010s may no longer cut it.

While much of the attention around AI has centred on equities, the technology is increasingly impacting bond markets.

Bonds are offering income, resilience and flexibility. Two experts explain where to look and what risks investors may be underestimating.