Navigating the Curve

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Overview

Leverage our insights to stay on top of new market developments, key trends and potential opportunities. Use our array of actively managed strategies to diversify across the yield curve and build resilient, goal-based bond portfolios.

Featured Insights

Article

Navigating the Wild Ride for Passive High Yield amid Macro Uncertainty

In an environment with yields in their widest quartile and spreads in the context of their long-term median, we believe there is opportunity to generate historically attractive long-term returns.

06-May-2025

Article

Compelling Bond Market Opportunities Emerging Amid Heightened Macro Risks

The rapid pace at which markets and the macro environment are shifting can make it difficult for investors to determine where, when and how to allocate capital. We believe that being “long flexibility” is key to navigating these turbulent times.

01-May-2025

Article

Focus on Fundamentals amid Changes to K-12 Sector

President Trump’s executive order to dismantle the U.S. Department of Education (DOE) may be impacting the K-12 sector, but we believe in-depth credit analysis will remain fundamental to choosing issuers that will perform well.

28-Apr-2025

Global Fixed Income Bulletin

Taking It Easy

With global central banks progressing further into the easing cycle, fixed income markets are entering a more nuanced phase.

12-Dec-2025

Global Fixed Income Bulletin

Video: The 40% Conundrum (Navigating with Limited Visibility)

Global fixed income markets are entering a more uncertain phase following the Fed’s second consecutive rate cut and delayed U.S. data releases. Watch our latest video to observe how investors can stay flexible and focused on income in our November outlook.

21-Nov-2025

Global Fixed Income Bulletin

The 40% Conundrum

With policy visibility constrained, disciplined security selection, sector diversification, and a focus on quality will be essential as investors navigate the transition toward 2026.

17-Nov-2025

Focused Fixed Income Sectors

Broad Markets

High Yield

Emerging Markets Debt

Global Asset Backed Securities

Resources

Fixed Income Engagment Report

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Fixed Income Capabilties Flyer

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Meet our Fixed Income Team

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Fixed Income Investment Capabilities

Barbara Calvi and Leon Grenyer

Explore what's driving demand for sustainable bonds, what to look for in a sustainable bond manager and why we believe an active approach is crucial for improving returns and managing risk.

Learn more about the Global Green Bond Strategy

Overview

Focused Fixed Income Sectors

Broad Markets

High Yield

Emerging Markets Debt

Global Asset Backed Securities

Resources

More To Explore

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