The Fixed Income Universe Offering
Thought leadership for fixed income allocators
This selection of timely insights brings fixed income allocators the latest analyses on a range of fixed income solutions. Here you can find perspectives on Muni bonds, private debt, monetary policy developments, and risk sharing solutions.
Municipal Market: Bonds Are Acting like Bonds Again (Nuveen)
A steepening yield curve should be positive for longer-duration bonds, allowing investors to receive higher income associated with longer duration bonds.
The Rise of Credit Risk Sharing (Man Group)
Credit risk sharing structures have undergone a significant evolution since the Global Financial Crisis. Find out how can investors take advantage of these developments.
Sustainable Bonds: Unlocking New Dimensions in ESG Investing (Natixis IM)
For compliance reasons, this paper is NOT accessible in the United States and Canada
Sustainable bonds offer a number of attractive features to allocators interested in bolstering their ESG profile.
Credit Markets in Focus in 2024 (Amundi)
For compliance reasons, this paper is only accessible in certain geographies
There is room for more optimism in the credit space, with continued demand from investors seeking high-quality duration and longer-maturity solutions.
Investor Demand and Government Bond Pricing (Norges Bank IM)
Central banks have started to reverse a decade of government bond purchases, while sovereign debt is currently projected to remain high across most advanced economies.
A Favourable Starting Point for Emerging Market Debt? (M&G Investments)
For compliance reasons, this paper is only accessible in certain geographies
The EM universe remains one of the broadest and most diversified asset classes within fixed income, offering diversification by region, country, sector, currency and commodity.
Too Much Focus on Fed, Not Enough on Fiscal (Wellington Management)
The current prevailing level of yields leaves most U.S. corporates less than enthused about adding leverage to their balance sheets.
Private Credit: Opportunity and Innovation (TPG)
More than a decade in the making, the seismic forces contributing to private credit’s ascent, such as continued bank deleveraging, only look set to deepen.
