A new paradigm for fixed income investors

Find out what role can fixed income play in your portfolios

Fixed income investors are facing questions around geopolitical developments, large government deficits, private credit, and concentration risk linked to AI-driven spending. Timely content from industry thought leaders like PIMCO, Amundi, and Fidelity International aims to shed light on where the asset class might offer allocators a safe haven in today's environment.

Measuring What Matters in Public and Private Fixed Income (PIMCO)

With spreads tight and dispersion rising, the tools investors use to judge performance matter more than ever.

The Extra Credit Review | Issue 1 (Mawer IM)

In the current environment, are investors being adequately compensated for risk?

Fixed Income Horizons Survey 2026 (Capital Group)

For compliance reasons, this paper is only accessible in certain geographies

Amid a backdrop of macroeconomic uncertainty, U.S. allocators are returning to a familiar anchor: fixed income.

Paid to Wait: Double-Digit Income at a Discount in BDCs (Muzinich & Co)

Why volatility has created a compelling opportunity in business development companies.

Q1 2026 Investment Grade Corporate Market Review and Outlook (Metlife IM)

Despite increased uncertainty, credit markets remained resilient as higher yields continued to support investor demand.

Inflation-Linked Bonds: A Direct Inflation Hedge in Today's Economy (Natixis IM)

For compliance reasons, this paper is only accessible in certain geographies

ILBs’ direct and transparent mechanism for preserving purchasing power can serve a wide array of investors.

How to Handle Too Much “G” in Government/Credit Indices (Jennison Associates)

For compliance reasons, this paper is only accessible in certain geographies

How can investors restore balance as Gov/Credit benchmarks are now increasingly dominated by government securities?

European Private Credit’s Compelling Relative Value Opportunity (Pemberton)

While private credit headlines continue to focus on US market stress, a different story appears to be unfolding in Europe.

Why Mortgage Rates Exceed Treasury Yields (FRBB)

What’s driving the large and volatile gap between mortgage rates and Treasury yields?

Can Fixed Income Protect My Portfolio Vs. Inflation? (Fidelity International)

For compliance reasons, this paper is only accessible in certain geographies

With inflation expectations soaring, and fixed income yields rising with them, what safe havens does the bond market offer investors today?

AI-Powered Private Credit (Apex Group)

For compliance reasons, this paper is only accessible in certain geographies

AI adoption in private credit has reached a level of maturity that places it at the core of the industry’s operating fabric.

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

For compliance reasons, this paper is NOT accessible in the United States

A look at the combination of global and domestic forces driving emerging market debt performance.

Curve Trades with Macroeconomic Signals (Macrosynergy)

Macro curve trading strategies tend to perform well during periods of market stress.