Debt and Credit Outlook

Lead Content

EM Debt: Reading the Shock and Finding Opportunities (Amundi)

Emerging markets debt performance is ultimately driven by a combination of global and domestic forces.

Markets Ignore the War (Natixis IM)

The closure of the Strait of Hormuz should concern investorsgiven thecrucial importanceof…

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Warsh the Reformer: A New Era for the Fed (Principal Asset Management)

What Kevin Warsh’s Fed could mean for rates, balance sheet policy, regulation, and market volatility.

Q1 2026 Emerging Markets Debt Review and Outlook (Metlife IM)

Emerging Markets (EM) entered Q2 2026 facing heightened geopolitical and macro uncertainty, driven by rising oil…

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Strengthening European Autonomy through Fixed Income (Amundi)

Long-Term Asset Allocation – A Resilient World (BNP Paribas AM)

Managing Risk While Locking in Yield (PIMCO)

Macro Pulse: Pricing Past the Blockade (New York Life Investment Management)

Consumer Delinquencies Pose Limited Risks to Financial Stability (Principal Asset Management)

Fixed Income Quarterly Outlooks – 2Q26 (MacKay Shields)

Why Bonds Still Have Long-Term Appeal Despite Their Recent Wobbles (Morningstar Indexes)

AI’s Growing Influence on Fixed Income Markets (BNP Paribas AM)

The New Credit Order: Public Meets Private (PIMCO)

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ALL TIME

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

Navigating uncertainty in search of alpha (Special Report)

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)

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)

The AI supercycle (Special Report)

Global Market Perspectives 2Q 2026 (Principal Asset Management)

The Year Ahead: Convergence, Carry and Chance (PGIM)

What CLO Investors Should Know in 2026 (Nuveen)

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Private Markets Edit: Private credit's real risk

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Top investment content: April 2026

The speed with which market developments happen...

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The AI supercycle

The AI supercycle – investing across the capital stackThis Special Report, sponsored by Nuveen,…