- Fixed Income Portfolio Manager
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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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Latest insights on fixed income
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.
Securitized credit market update with Kyra Fecteau
Securitized credit has been resilient this year, with stable fundamentals and compelling spreads supporting demand. What's the outlook from here?
Fixed Income Portfolio Manager Kyra Fecteau joins Paul Skinner to discuss the health of the consumer, growing dispersion across credit markets, and the risks that could matter most for the rest of the year.
Resilient growth, rising risks: Investing through the energy shock
Macro Strategist Eoin O’Callaghan explores the drivers of resilient growth amid the continued energy shock and discusses why investors need to keep a close eye on evolving macro conditions.
Rapid fire questions with Jeremy Butterworth on 2026 credit markets
Investment Strategist Jeremy Butterworth discusses why credit markets have remained resilient despite shifting rate expectations, where dispersion is creating opportunities for active investors, and why Asia continues to offer a compelling credit opportunity set.
Income investing in the Warsh Fed era: What investors should consider
How should income investors be positioned for a Warsh-led Fed? Our experts believe it begins by rethinking fundamentals, and being more deliberate and adaptive.
Multiple authors
European high yield: time for selectivity
Portfolio Managers Konstantin Leidman and Thomas Kelly, and Investment Director Jennifer Martin discuss how European high-yield investors should rethink their approach in response to historically tight spreads.
Multiple authors
September FOMC: Doves capitulate
For the first time in over three years, the Fed raised the target rate range to 3.75%-4.00% in September. Our team looks at what's driving the shift and what it means going forward.
AI capex and the new credit cycle
Fixed Income Portfolio Managers Alyssa Irving and Liz Kleinerman, and Head of Investment Grade Private Credit Emeka Onukwugha explore the emergence of an AI investment cycle in credit markets.
Multiple authors
Band-aids, bazookas, and boomerangs: Equity investing in a volatile US rate regime
With fiscal pressures and Treasury-market fragilities keeping bond yields volatile, Macro Strategist Juhi Dhawan outlines implications for equity investors.
High asset prices, not low interest rates, are driving inflation
Wealth distribution in the US has rendered the Federal Reserve’s usual tools less effective. The Fed will need to address asset prices head-on in creative ways if it is going to return inflation to target.
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Monthly Market Review — August 2026
A monthly update on equity, fixed income, currency, and commodity markets.
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