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Four portfolio problems for insurers and how to solve them
Insurers can no longer rely on traditional assumptions about risk and return drivers. Adaptation will be critical to meeting their investment goals.
The Investor's Guide to China podcast: Dealing with China's debt
As China rolls out new stimulus measures, the country’s approach to debt and public spending is back in the spotlight.
Chart Room: Where the real yields are
Elevated real yields in parts of EMs offer more compelling fixed income opportunities than DMs - even as interest rates stay ‘higher for longer’ in the US.
Unlocking alpha: How global investors can play China’s onshore bonds
There's room for alpha in China’s top-rated bonds, which account for a significant part of global fixed income indexes and benefit from macro headwinds.
Chart Room: overpriced, oversubscribed, but not over yet
Developing world governments borrowed as much in January and February of 2024 as they did in the same period of any of the last 20 years.
The Investor's Guide to China podcast: China's bond market
Catherine Yeung and Marty Dropkin tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.
How China keeps its debt in order
What is the fiscal firepower of the Chinese government? Depends on how much debt you think China really has. Our analysis is revealing.
China signals growth resolve with trillion-yuan bonds
China has announced the issuance of 1 trillion yuan ($140 billion) of special government bonds to help local governments struggling with debt.
Chart Room: Catching the turn on bond yields
Chart Room: Catching the turn on bond yields, Fixed Income CIO Steve Ellis discusses the recent bond sell-off.
Selling like hot chilli crab: a look at Singapore’s local bond boom
While debt issuance has slowed around the world, the Singapore dollar bond market is in a pocket of growth driven by policy tailwinds and an influx of funds.
The Fed can’t paint over the cracks for long
Fidelity International's Chief Investment Officer for fixed income on what the SVB collapse means for the Fed and monetary policy.
Chart Room: Rewriting the yen narrative
We think recent tweaks to the Bank of Japan's yield curve control policy could reset the narrative and pave the way for yen appreciation.
Bonds are back in town
For over a decade, one of the main cards in investors’ pack - solid and steadily yielding government bonds - has been off the table. That era has ended.
ECB hikes 50bp but window to hike further is closing
The ECB finally raises interest rates
The Investor's Guide to China podcast: Debt
With debt continuing to be a very strong focus for investors, it’s important to differentiate between good debt and bad debt.
Russian and Ukrainian debt comes under pressure
Our base case from a fixed income perspective is now for a more severe and protracted conflict.
Chart Room: Fingers in the punch bowl
Central bankers seeking to deploy rate hikes against inflation risk collateral damage as tighter policy threatens already swollen debt servicing costs.
Chart Room: A Goldilocks spot for inflation-linked bonds
We see a sweet spot in inflation-linked bonds with maturities ranging from 1 year to 10 years.
Chart Room: China government bond yields catch their breath
Chart Room: China government bond yields catch their breath
A to-do list for Japan’s next prime minister
Ensuring fiscal and monetary policy continuity while overseeing Japan's response to the Covid-19 crisis will be top priorities for Shinzo Abe's successor.
The Italian government surprises markets with plan to increase budget deficit
The Italian government threw down a gauntlet to the European Commission by announcing a spending-prone budget that defied expectations.
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