Global Fixed Income
Analysing the prospects for global bond markets.
Latest Thoughts

September 2020 / INVESTMENT INSIGHTS

European Investment Grade: Can the Rally...

European Investment Grade: Can the Rally Last?

European Investment Grade: Can the Rally...

Technical support for the region’s bonds may diminish soon

By David Stanley

David Stanley Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

Fed Moves to Average Inflation Targeting

Fed Moves to Average Inflation Targeting

Fed Moves to Average Inflation Targeting

New policy framework effectively prioritizes maximum employment

By Alan Levenson, Nikolaj Schmidt & Adam Marden

By Alan Levenson, Nikolaj Schmidt & Adam Marden

September 2020 / INVESTMENT INSIGHTS

Opportunities and Risks in a Low-Yield World

Opportunities and Risks in a Low-Yield World

Opportunities and Risks in a Low-Yield World

Why fixed income investors should look beyond current yield levels.

By Arif Husain

Arif Husain Portfolio Manager

August 2020 / INVESTMENT INSIGHTS

Why the EU Recovery Fund is No Panacea

Why the EU Recovery Fund is No Panacea

Why the EU Recovery Fund is No Panacea

Public debt sustainability remains a key challenge

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

July 2020 / POLICY INSIGHTS

The U.S. Dollar in 2020: Does the Buck Stop...

The U.S. Dollar in 2020: Does the Buck Stop Here?

The U.S. Dollar in 2020: Does the Buck Stop...

Four indicators of weakness could mean it is time to diversify

By Ken Orchard

Ken Orchard Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Global Policy Rates Stuck in Lockdown

Global Policy Rates Stuck in Lockdown

Global Policy Rates Stuck in Lockdown

How interest rates could remain at emergency levels for a sustained period

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Three Risks to Credit Markets This Summer

Three Risks to Credit Markets This Summer

Three Risks to Credit Markets This Summer

Why I’m becoming more cautious on corporate debt

By Ken Orchard

Ken Orchard Portfolio Manager

Fixed Income
RELATED FUND
SICAV
Class I USD
ISIN LU1216622214
We use a flexible, benchmark-agnostic approach to invest across the full global fixed income opportunity set aiming to provide sustainable returns, capital preservation and diversification from equity risk. View More...
Fund Size
(USD)
$916.6m
Avg
Coupon
3.46%
Avg Maturity
7.17 yrs
Avg Duration
4.56 yrs
RELATED FUND
SICAV
Class I USD
ISIN LU1216622644
A concentrated, high-income portfolio of primarily global high yield corporate bond opportunities. We apply an active management approach to global high yield to capitalise on market inefficiencies, sector positioning and idiosyncratic events while seeking enhanced return potential. View More...
Fund Size
(USD)
$884.0m
Avg
Coupon
6.35%
Avg Maturity
6.24 yrs
Avg Duration
3.53 yrs
RELATED FUND
SICAV
Class I USD
ISIN LU1216623295
A high conviction portfolio of around 75-150 of the best global corporate bond ideas generated by our global research platform. We invest primarily in a diversified portfolio of investment-grade corporate bonds from issuers around the world, including emerging markets. View More...
Fund Size
(USD)
$48.4m
Avg
Coupon
3.25%
Avg Maturity
8.09 yrs
Avg Duration
7.91 yrs
RELATED FUND
SICAV
Class I USD
ISIN LU0133095660
A portfolio of holdings of between around 400 and 600 issuers that seeks to exploit inefficiencies in the full universe of the global fixed income and currency markets. View More...
Fund Size
(USD)
$494.9m
Avg
Coupon
2.72%
Avg Maturity
9.13 yrs
Avg Duration
7.10 yrs