Debt and Credit Outlook

Lead Content

Unsustainable Debt: Is There a Path for Policymakers and Investors? (Fidelity Investments)

A Q&A with Fidelity's Dirk Hofschire and Irina Tytell on solving the U.S. debt problem.

Portfolio Perspectives Q4 2025 (MFS)

Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex…

Latest posts

Munis Get the Job Done While DC Still Dithers (Nuveen)

Weekly CIO views: Munis get the job done while DC still dithers

Bond Markets Advance Ahead of Fed Meeting (Nuveen)

Bond markets advance ahead of Fed meeting, with the 10-year yield ending 2 basis points (bps) lower at 4.08%.

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TOP RECENT POSTS

Fixed Income Fourth Quarter 2025 Outlook (PGIM)

Extra Credit: Why Auto Credit May Be the Canary in the Coal Mine (Mawer IM)

Strategic Allocation: EM Investment Grade Hard Currency Debt (UBS AM)

The End of the Strong Dollar Cycle (MFS)

Fourth Quarter 2025 Outlook: Navigating the Shifting Sands of Global Finance (PGIM)

Emerging Market Debt: Local or Hard Currency? (Robeco)

Five Forces that could Stimulate the U.S. Economy (Capital Group)

Default Shocks: Short‑Term Pass, Medium‑Term Wake‑Up Call (Amundi)

Resilient Emerging Markets in the Great Diversification (Amundi)

Dollar Weakness Creates an Opportune Moment for Emerging Market Debt (MFS)

The Emerging Markets Beat Goes On (PGIM)

Bond Market Insights Oct 2025 (Invesco)

Private Debt Investor Podcast: Private Debt's Show of Strength (Nuveen)

Fears of a Credit Crisis, AI Bubble Overshadow Positive Indicators (Invesco)

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ALL TIME

Five Mega Forces Shaping Tomorrow’s Returns (Special Report, 2023)

Discovering Sources of Alpha and Diversification in Fixed Income (Special Report, 2023)

2023 Bond Outlook: The long view (Special Report, 2023)

Investment Outlook: Setting the stage for 2023 (Special Report, 2023)

Deconstructing the Drivers Behind Our Global Markets Outlook (Vanguard)

Fixed Income: Are the rules changing? (Special Report, 2022)

Fixed Income: Winners and losers during regime change (Special Report, 2022)

2022 Mid-Year Outlook: The balance of power (Special Report, 2022)

Active Fixed Income Perspectives Q3 2025: The Power of Income (Vanguard)

Alternative Credit Insights: Advancing Diversification (Nuveen)

Credit in a Changing Market: Public-Private Balance (PGIM)

Emerging Markets Debt: Is It What Your Asset Allocation Needs? (MetLife IM)

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Top Picks

Savvy Investor

CIO reading list: October 2025

The insights here have been curated to help allocators...

Savvy Investor

The intersection of public and private debt markets

Fixed income markets continue to face headwinds...

Savvy Investor

Insights you might have missed last week

Retraining workers, Japan, and stopping this trainExplore this selection of high-quality insights…