Ahead of the Curve
Market Pulse: Monthly Bond Market Analysis
Our economists and portfolio managers interrogate signals from markets and fast-moving policy drivers to develop a comprehensive macro view of fixed income markets, while our research and analytics teams assess sectors, currencies and interest-rate trends for optimal yield-curve positioning. It all comes together in our monthly Market Pulse.
October 2025
Vigilant Active Management
Market Pulse: Global Fixed Income Update
Previous Market Pulses
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September 2025
“Real” Conviction
July 2025
One Big Beautiful Bill allows the totality of “Trump 2.0” to now crystallize
June 2025
Retracement and what’s next…
May 2025
“Modus vivendi” emerges at a critical time, while risk remains
April 2025
Confirmation bias and the challenge of a “tariffs first” approach
March 2025
Addressing “Triffin’s Dilemma” is disruptive, but fundamentals remain sound for now…
February 2025
Alpha generation doesn’t occur by following consensus
Explore More Ahead of the Curve Resources
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Arif Husain CIO Perspectives
For original independent thinking, read the latest insights on the bond markets from our Fixed Income CIO Arif Husain.
CIO Perspectives
Fixed Income Credit Sector Views
A sectoral view of strengths, volatility, positioning and outlook so you can stay ahead.
Sector Views
Fixed Income Webinars
Dynamic debate is the lifeblood of successful, long-term investing. Watch our in-house fixed income specialists and guest experts discuss trends, themes and changing investment approaches.
Webinars