- Fixed Income Portfolio Manager
Australia & NZ, Institutional
ChangeThe views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
As we approach the end of the year, join Paul Skinner and Fixed Income Portfolio Manager Campe Goodman for a look back across credit in 2025. While 2025 was a good year for credit more broadly, emerging market corporates, convertible bonds and financials were particular standouts. What's the credit outlook for the year ahead and which areas look most attractive for 2026? Watch now to find out.
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Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
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2026-12-31
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Finding durable value amid shifting currents
Fixed Income Strategist Amar Reganti and Investment Director Marco Giordano explore how to approach bond investing in 2026. They see durable value for investors who can flexibly adjust to the shifting currents ahead.
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2026-11-26
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Low tide, sharp eyes: What to pick up
Fixed Income Managers Campe Goodman and Rob Burn share their outlook for credit in 2026 and discuss how investors can reposition for an environment where opportunities are harder to find.
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2026-11-03
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Opportunity ahead: Optimism or illusion?
Explore our latest views on risks and opportunities across global capital markets.
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2026-11-30
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Practical portfolio considerations for a new economic age
Solutions Director Andrew Sharp Paul explores practical portfolio considerations for a new economic age, focusing on quality equities, discerning bonds, and local APAC opportunities.
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2026-12-31
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Investing in 2026: prepare for inflationary growth
Macro Strategists John Butler and Eoin O'Callaghan share their annual macro outlook and discuss likely implications for markets and investors. They outline four potential scenarios graded by level of probability.
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2026-11-15
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Rapid Fire Questions with Ross Dilkes
In this edition of “Rapid Fire Questions,” fixed income portfolio manager Ross Dilkes shares his views on the Asia credit market—covering the macro outlook, China’s momentum, the most compelling opportunities across the region, and key risks shaping the next 12 months.
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2026-11-29
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Constructive, selective, resilient
Amar Reganti, a member of our Insurance team, explains why he believes insurers should remain selectively risk-on while prioritizing high-quality income and preserving flexibility to add risk as valuations improve.
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2026-11-30
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Questioning US credit quality
Fixed income strategist Amar Reganti examines questions surrounding US creditworthiness.
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2026-11-30
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Broadening impact through multi-theme fixed income investments
Multi-theme fixed income impact investments can drive sustainable development by aligning with multiple Sustainable Development Goals, ensuring broad-based impact.
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2026-10-16
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Monthly Market Review — October 2025
A monthly update on equity, fixed income, currency, and commodity markets.
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