Debt and Credit Outlook

Lead Content

Fixed Income Fourth Quarter 2025 Outlook (PGIM)

Across most developed markets, conditions keep pointing to one outcome: a “Muddle Through” scenario characterized…

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

Historically, emerging market debt was held by overseas investors. However, in regions such as the Middle East and…

Latest posts

Quarterly Update: Q3 2025 (Mawer IM)

In this episode, Mawer IM's Director of Research, Vijay Viswanathan, and Institutional Portfolio Manager, Kevin…

Decoding Asia’s Rally: Hype, Hope or Headwinds? (Fidelity International)

At Fidelity’s recent lunch event in Singapore, Portfolio Manager, Asia Fixed Income, Terrence Pang and Head of…

HIGHLY RATED

TOP RECENT POSTS

Strategic Asset Allocation for a New Era (Fidelity Investments)

Private Credit: Opportunity in a Maturing Market (Nuveen)

Fixed Diversification Matters More than Ever (BNP Paribas AM)

2025 Q4 Outlook: The Fed’s Moves and Investment Implications (Nuveen)

What Investors Need to Know about Gold (Invesco)

In Brief: Macro State of Play (KKR)

Looking Beyond the Core: How to Position Fixed Income Portfolios (Franklin Templeton)

Fidelity Answers: How Can I Build Resilience in My Portfolio? (Fidelity International)

Fidelity Answers: How Can I Build Resilience in My Portfolio? (Fidelity International)

Fidelity Answers: How Can I Build Resilience in My Portfolio? (Fidelity International)

De-Correlation on Both Sides of the Atlantic (Candriam)

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

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

The Fed Has Finally Cracked (Natixis IM)

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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

Insights you might have missed last week

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

Savvy Investor

Top Papers: Thought-provoking insights from September

How should allocators view the current environment?...

Savvy Investor

CIO reading list: September 2025

Allocators have entered a new market environment...