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

August 2022 / INVESTMENT INSIGHTS

Attractive Income Bolsters High Yield Bonds

Attractive Income Bolsters High Yield Bonds

Attractive Income Bolsters High Yield Bonds

Recent downturn may also offer price appreciation opportunities

By Kevin Loome & Ashley Wiersma

By Kevin Loome & Ashley Wiersma

June 2022 / INVESTMENT INSIGHTS

A Flexible Bond Approach to Help Navigate Volatile Markets

A Flexible Bond Approach to Help Navigate Volatile Markets

A Flexible Bond Approach to Help Navigate...

How the T. Rowe Price Funds SICAV–Dynamic Global Bond Fund¹ may help during this...

By Arif Husain

Arif Husain Head of International Fixed Income

April 2022 / INVESTMENT INSIGHTS

Why It’s Not Yet Time to Add Credit Risk

Why It’s Not Yet Time to Add Credit Risk

Why It’s Not Yet Time to Add Credit Risk

Despite cheaper valuations, a rally does not seem imminent

By Ken Orchard

Ken Orchard Portfolio Manager

April 2022 / INVESTMENT INSIGHTS

High Yield Bonds Could Prove Resilient as Inflation Surges

High Yield Bonds Could Prove Resilient as Inflation Surges

High Yield Bonds Could Prove Resilient as...

Shorter durations, higher yields could provide a buffer as rates rise.

By Kevin Loome & Ashley Wiersma

By Kevin Loome & Ashley Wiersma

March 2022 / INVESTMENT INSIGHTS

A Determined Federal Reserve Prepares for Tightening Cycle

A Determined Federal Reserve Prepares for Tightening Cycle

A Determined Federal Reserve Prepares for...

We anticipate continued Treasury yield curve flattening

By Stephen Bartolini & Steven Boothe

By Stephen Bartolini & Steven Boothe

March 2022 / INVESTMENT INSIGHTS

The Market Implications of the Conflict in Ukraine

The Market Implications of the Conflict in Ukraine

The Market Implications of the Conflict in...

Central banks face a more difficult task tackling inflation.

By Andrew McCormick

Andrew McCormick Head of Fixed Income and CIO

February 2022 / MARKETS & ECONOMY

There Will Be Turbulence

There Will Be Turbulence

There Will Be Turbulence

Why this Fed hiking cycle looks different

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

February 2022 / GLOBAL FIXED INCOME

Helping Global Bond Investors When Duration Fails

Helping Global Bond Investors When Duration Fails

Helping Global Bond Investors When Duration...

Strategies to reduce potential duration-led losses.

By Joran Laird

Joran Laird Portfolio Specialist

February 2022 / WEBINAR

Webinar Replay: Fixed Income 2022: Nowhere to Hide?

Webinar Replay: Fixed Income 2022: Nowhere to Hide?

Webinar Replay: Fixed Income 2022: Nowhere...

Why fixed income needs a fresh approach

By Arif Husain

Arif Husain Head of International Fixed Income

February 2022 / INVESTMENT INSIGHTS

Rethinking Fixed Income Allocations

Rethinking Fixed Income Allocations

Rethinking Fixed Income Allocations

Sourcing strategies with varying risk and return drivers is key

By Saurabh Sud, Lowell Yura & Gregor Dannacher

By Saurabh Sud, Lowell Yura & Gregor Dannacher

November 2021 / INVESTMENT INSIGHTS

The Bond Market Has Woken Up From a Deep Slumber

The Bond Market Has Woken Up From a Deep Slumber

The Bond Market Has Woken Up From a Deep...

Heightened volatility reflects a changed reality.

By Multiple Authors

By Multiple Authors

December 2021 / FIXED INCOME

Rising Yields Present a Familiar Challenge in a New Era

Rising Yields Present a Familiar Challenge in a New Era

Rising Yields Present a Familiar Challenge...

Inflation concerns are highest in decades.

By Ken Orchard & Onur Uncu

By Ken Orchard & Onur Uncu

November 2021 / INVESTMENT INSIGHTS

Central Banks Diverge in Response to Inflation

Central Banks Diverge in Response to Inflation

Central Banks Diverge in Response to Inflation

How differences are creating opportunities in fixed income

By Multiple Authors

By Multiple Authors

Fixed Income
RELATED FUND
SICAV
Class Qn (GBP)
ISIN LU1238971615
We take a flexible approach to fixed income, integrating our high-conviction views on countries, interest rates and yield curves as well as credit security selection. We aim to find a balance between core, return-seeking and defensive positions, seeking to anchor performance in times of market stress. The manager is not constrained by the funds benchmark, which is used for performance comparison purposes only. View More...
RELATED FUND
SICAV
Class Qdn (GBP)
ISIN LU1244140320
There is significant divergence across global fixed income markets and global credit cycles are increasingly unsynchronised. This fund seeks to use credit selection capabilities to find value. This includes analysis of factors such as credit statistics, free cash flow generation, security structure and quality of management team. The manager is not constrained by the funds benchmark, which is used for performance comparison purposes only. View More...
RELATED FUND
SICAV
Class I
ISIN LU1216623295
In constructing the portfolio, we seek to balance high-conviction positions with sensitivity to sovereign and liquidity risk. A proprietary, independent credit rating is assigned to all issuers and securities. We carry out a deep analysis of each issuers market share, management team quality, and financial strength. View More...
RELATED FUND
SICAV
Class I
ISIN LU0133095660
Our approach is to aim to generate consistence performance over the benchmark through a focus on successful alpha generation and effective risk management. The team use bottom-up market fundamental, valuation, and technical analysis to identify opportunities. These are then narrowed down by comparing them within an explicit risk/reward framework. View More...