fixed income

How Schroders is positioning for higher inflation, why credit is doing the hedging bonds used to, and the stocks momentum has left behind.

As inflation ripples through the global economy due to the Strait of Hormuz closure, fixed income investors are at a crossroads.

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

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.