Fixed Income Insights

Monthly Fixed Income Credit Sector Views

A View from Global Fixed Income

The Angle Podcast | T. Rowe Price

By T. Rowe Price

T. Rowe Price

Sustainable Investing – Can Impact be Feasibly Measured?

Sustainable Investing – Can Impact be Feasibly...

Innovations in finance are working to support more sustainable development efforts in the blue economy.

Can Innovations in Finance Really Support the Blue Economy?

Can Innovations in Finance Really Support...

The economic potential of the world’s oceans and water resources is immense, including areas such as transportation, renewable energy, aquaculture ...

Water Stress—The Hidden Risk in Latin America

Water security is vital for sustainable development. South America has seemingly abundant supplies of the world’s clean water resources.

How are Emerging Markets Confronting El Niño and Climate Risks?

How are Emerging Markets Confronting El Niño...

The blue economy faces many challenges, particularly as water resources come under pressure from overuse, pollution, or climate-related risks.

Discovering the Potential of the Blue Economy Through Sustainable Development

Discovering the Potential of the Blue Economy...

Dive into the world of the blue economy.

March 2024 / FIXED INCOME

A Decade-Long Adventure Navigating Treacherous Markets Successfully

A Decade-Long Adventure Navigating Treacherous...

The Dynamic Global Bond Strategy celebrates its 10-year anniversary this month since...

By Scott Solomon & Quentin S. Fitzsimmons

February 2024 / FIXED INCOME

Could Energy Productivity Cycles Lead to Credit Opportunities

Could Energy Productivity Cycles Lead to...

Why we believe the energy productivity cycle is turning and the opportunities this...

By Steve Boothe & Elliot Shue

February 2024 / FIXED INCOME

Perspectives on Securitized Credit

Following a strong finish to 2023, securitized credit markets entered 2024 with a...

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

February 2024 / FIXED INCOME

Corporate Bonds—A Compelling Long-Term Income Profile

Corporate Bonds—A Compelling Long-Term Income...

Fundamental research is imperative in credit markets as headwinds rise.

By Saurabh Sud

Saurabh Sud Portfolio Manager

January 2024 / ASSET ALLOCATION

Asset Allocation Considerations for Public Defined Benefit Plans

Asset Allocation Considerations for Public...

Are your fixed income allocations positioned for yesterday, today, or tomorrow?

By Christina Kellar, Saurabh Sud & Som Priestley

January 2024 / FIXED INCOME

The Active Advantage in High Yield

Active approach allows security selection and strategic positioning.

By Kevin Loome & Ashley Wiersma

December 2023 / INVESTMENT INSIGHTS

November 2023 / VIDEO

November 2023 / FIXED INCOME

Perspectives on Securitized Credit

Third Quarter 2023

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

November 2023 / GLOBAL FIXED INCOME

High Yield Bond Market Changes Provide Support

Transformations have bolstered high yield for a modest downturn.

By Paul Massaro, Rodney M. Rayburn & Jason Bauer

October 2023 / GLOBAL FIXED INCOME

Government Bond Issuance Boom to Pressure Yields Higher

Government Bond Issuance Boom to Pressure...

A flood of new global sovereign debt will affect market dynamics.

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

September 2023 / ASSET ALLOCATION

A Surprising Rise in U.S. Treasury Yields

By Christina Noonan

Christina Noonan Associate Portfolio Manager, Multi-Asset Division

September 2023 / FIXED INCOME

Emerging Markets—Dancing to Their Own Beat

Central banks set to kick off easing cycles as inflation cools.

By Christopher J. Kushlis

Christopher J. Kushlis Asia Sovereign Analyst, London

August 2023 / U.S. FIXED INCOME

Ten Years of Seeking to Exploit Inefficiencies in High Yield

Ten Years of Seeking to Exploit Inefficiencies...

Long‑tenured manager uses a flexible, concentrated approach.

By Kevin Loome

Kevin Loome Portfolio Manager

August 2023 / VIDEO

A New Era of Gulf Aid: Potential Winners and Losers

A New Era of Gulf Aid: Potential Winners...

A new era of Gulf aid could emerge—which countries could potentially benefit, and...

By Razan Nasser

Razan Nasser Credit Analyst

July 2023 / FIXED INCOME

Post-Pandemic Trends Support Credit Quality in Health Care

Post-Pandemic Trends Support Credit Quality...

Collaboration across health care industries reveals credit trends.

By Domingo Villarruel, Marianna Korpusova & Mitchell Unger

July 2023 / FIXED INCOME

Central Banks Step Into Potential Policy Error Territory

Central Banks Step Into Potential Policy...

Hawkish stances risk overtightening and causing recession.

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

June 2023 / GLOBAL FIXED INCOME

Four Themes Shaping Global High Yield Bonds

Opportunities to generate value amid volatility

By Michael Della Vedova

Michael Della Vedova Portfolio Manager, Global High Income Bond Strategy

June 2023 / FIXED INCOME

Strategy Focus on Global Impact Credit

By Matthew Lawton

Matthew Lawton Portfolio Manager

May 2023 / FIXED INCOME

Rates Volatility to Continue as Economic Outlook Evolves

Rates Volatility to Continue as Economic...

We expect a relatively mild U.S. recession, not a steep downturn.

By Andrew McCormick

Andrew McCormick Head of Global Fixed Income and CIO

May 2023 / FIXED INCOME

Perspectives on Securitized Credit

First Quarter 2023

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

May 2023 / GLOBAL FIXED INCOME

The Art of Actively Managing Interest Rate Risk

The Art of Actively Managing Interest Rate...

With volatility likely to persist, an active approach remains critical.

By Amanda Stitt

Amanda Stitt Portfolio Specialist

April 2023 / FIXED INCOME

Smoothing the Ride for Credit Allocations

Dynamic Credit Strategy offers a flexible, differentiated approach.

By Saurabh Sud

Saurabh Sud Portfolio Manager

April 2023 / FIXED INCOME

For More Powerful Insights

April 2024 / EQUITIES & FIXED INCOME

Tongai Kunorubwe Head of ESG, Fixed Income

April 2024 / FIXED INCOME

With Rising Headwinds-Uncover the Power of Quality Credit Research

With Rising Headwinds-Uncover the Power of...

Corporate bonds offer attractive income, but security selection is imperative amid...

By Justin Gerbereux

Justin Gerbereux Head of Global FI Research

March 2024 / FIXED INCOME

Dynamic Credit Investing: A Q&A With Saurabh Sud

Dynamic Credit Investing: A Q&A With Saurabh...

Dynamic Credit’s flexible approach has been pivotal over different market conditions.

By Saurabh Sud

Saurabh Sud Portfolio Manager

March 2024 / FIXED INCOME

Current Market Inflation Expectations are Ridiculous

Current Market Inflation Expectations are...

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

March 2024 / FIXED INCOME

How Impact Credit’s Financial and Sustainability Aims Go Hand In Hand

How Impact Credit’s Financial and Sustainability...

Fundamentals and return potential are as important as impact to an investment case.

By Matthew Lawton & Ellen O'Doherty

February 2024 / MARKETS & ECONOMY

Emerging Markets Poised for a Year of Interest Rate Cuts

Emerging Markets Poised for a Year of Interest...

Inflation continues to fall, paving the way for more interest rate cuts from emerging...

By Christopher J. Kushlis

Christopher J. Kushlis Asia Sovereign Analyst, London

9 February 2024 / FIXED INCOME

Will New Long-Term Debt Holders Effectively Discipline Banks?

Will New Long-Term Debt Holders Effectively...

New U.S. regional bank debt can lower the odds of a default and help reduce the cost...

By Steve Boothe & Pranay Subedi

January 2024 / MARKET OUTLOOK

Putting cash to work in 2024

We explore three possible scenarios as U.S. interest rates peak

By Christina Noonan, Som Priestley & Douglas Spratley

January 2024 / FIXED INCOME

Attractive Yields but Narrow Spreads: The Credit Dilemma

Attractive Yields but Narrow Spreads: The...

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

December 2023 / MULTI-ASSET

How Dynamic Credit can Mitigate Downside Risk

How Dynamic Credit can Mitigate Downside...

Navigating market downturns through diversification in fixed income.

By Wyatt Lee & Saurabh Sud

November 2023 / FIXED INCOME

Meet Quentin Fitzsimmons and Scott Solomon, Co-portfolio Managers, Dynamic...

Meet Quentin Fitzsimmons and Scott Solomon,...

The co-portfolio managers share their experience and thoughts.

By Quentin S. Fitzsimmons & Scott Solomon

November 2023 / GLOBAL FIXED INCOME

Avoiding False Signals in Wait for Peak U.S. Treasury Yields

Avoiding False Signals in Wait for Peak U.S....

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

November 2023 / FIXED INCOME

The Case for High Yield

Improved credit quality and attractive yields support the asset class.

By Jason Bauer, Paul Massaro & Rodney M. Rayburn

October 2023 / U.S. FIXED INCOME

The Case for a Strategic Allocation to High Yield Bonds

Hybrid characteristics provide attractive risk/reward profile.

By Kevin Loome & Ashley Wiersma

October 2023 / GLOBAL FIXED INCOME

Emerging Markets Bond Investing: A Q&A With Samy Muaddi

Managing through an unprecedented period for EM bond investors.

By Samy Muaddi

Samy Muaddi Head of Emerging Markets

September 2023 / ASSET ALLOCATION

Asset Allocation in a New and Evolving Interest Rate Regime

Asset Allocation in a New and Evolving Interest...

Revised capital market assumptions create opportunities

By Lowell Yura

Lowell Yura Head of Multi-Asset Solutions, North America

September 2023 / GLOBAL FIXED INCOME

The Fairy Tale of a Soft Landing

The consensus view shift toward a mild downturn looks misplaced.

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

September 2023 / FIXED INCOME

Chinese Economic Weakness Elevating Investor Concerns

Chinese Economic Weakness Elevating Investor...

China’s core financial system seems insulated from recent stress.

By Samy Muaddi, Christopher J. Kushlis & Michael Summers

August 2023 / VIDEO

Arif Husain Head of International Fixed Income and CIO

August 2023 / ECONOMICS

China’s Economy Faces Renewed Pressures

Property sector weakness weighing on confidence.

August 2023 / FIXED INCOME

Perspectives on Securitized Credit

Second Quarter 2023

By Christopher P. Brown, Ramon de Castro & Jean-Marc Breaux

July 2023 / GLOBAL FIXED INCOME

A New Fixed Income Regime—Three Active Portfolio Responses

A New Fixed Income Regime—Three Active Portfolio...

What to expect as monetary policy tightening moves closer to ending.

By Scott Solomon & Quentin S. Fitzsimmons

June 2023 / ESG

ESG Integral to Emerging Markets Corporate Bond Investing

ESG Integral to Emerging Markets Corporate...

ESG‑labeled bonds gain momentum, but monitoring credentials is vital.

By Siby Thomas

Siby Thomas Portfolio Manager

June 2023 / ESG

Meet Matthew Lawton

Portfolio Manager, Global Impact Credit Strategy

By Matthew Lawton

Matthew Lawton Portfolio Manager

May 2023 / VIDEO

Medical Technology Industry Well-Positioned Post-Covid

Medical Technology Industry Well-Positioned...

By Mitchell Unger

Mitchell Unger Credit Analyst

May 2023 / FIXED INCOME

Inside the Engine Room of EM Local Currency Debt

Inside the Engine Room of EM Local Currency...

A potentially rewarding asset class.

By Nathan Wang & Wenting Shen

May 2023 / GLOBAL FIXED INCOME

Volatility Brings Opportunity in Fixed Income

Rates offer alpha opportunities, dollar at risk of depreciation.

By Arif Husain, Scott Solomon & Quentin S. Fitzsimmons

May 2023 / GLOBAL FIXED INCOME

Foundations of Emerging Markets Bond Investing

Four‑part anchoring framework fundamental to debt sustainability.

By Samy Muaddi & Siby Thomas

April 2023 / GLOBAL FIXED INCOME

Currency Hedging Can Boost Yields and Reduce Volatility

Currency Hedging Can Boost Yields and Reduce...

Interest rate differentials have created some compelling opportunities.

By Kenneth A. Orchard

Kenneth A. Orchard Head of International Fixed Income

April 2023 / GLOBAL FIXED INCOME

What Is Next for the AT1 Bond Market?

Credit Suisse write‑down does not spell the end of this market.

By Rob Thomas & Bineesha Wickremarachchi

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