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New York Life InvestmentsFixed Income
Supply Meets Demand
MacKay Municipal Managers' Andrew D'Avino delivers a weekly update on the municipal bond market, covering current volatility, new issuance supply/demand dynamics, and a fundamentals update. The episode is part of the rec…
18 Jun 2026
Eastspring InvestmentsFixed Income
China's debt mountain | Eastspring Investments
Eastspring Investments analyzes China's total debt-to-GDP ratio exceeding 250% (end-2016), focusing on corporate sector leverage, SOE misallocation, shadow banking risks, and the government's controlled deleveraging effo…
18 Jun 2026
Guggenheim InvestmentsFixed Income
Second Quarter 2026 Fixed-Income Sector Views - Guggenheim Investments
Guggenheim Investments presents its Q2 2026 relative-value outlook across the full fixed-income spectrum, covering rates, investment-grade and high-yield corporates, bank loans, ABS/CLOs, RMBS, CMBS, munis, agency MBS, p…
17 Jun 2026
Cohen & SteersFixed Income
Three themes in hybrid credit securities today - Cohen & Steers
Cohen & Steers identifies three key themes shaping hybrid credit markets in 2Q26: the growing importance of income as a return driver amid rate volatility and geopolitical disruption, the resilience of bank and insurance…
17 Jun 2026
Man GroupFixed Income
A Crude Awakening | Man Group
Man Group analyses 22 historical episodes of oil price spikes to argue that today's tight US high yield spread environment (317bps, 12th percentile) removes the recovery cushion that previously offset crude-driven credit…
17 Jun 2026
Lord AbbettFixed Income
June Fed Meeting Unpacked: Policy Signals Under a New Fed Chair
Lord Abbett hosts a post-FOMC webinar examining Kevin Warsh's first Fed meeting as Chair, covering the June rate decision, updated Summary of Economic Projections (SEP) and dot plot, and implications for rates, inflation…
17 Jun 2026
Loomis SaylesFixed Income
Corporate Health Outlook: Sentiment Cools, but Fundamentals Hold
Loomis Sayles' Q2 2026 Credit Analyst Diffusion Indices (CANDIs) survey of ~30 industries finds that forward-looking sentiment has softened - falling below neutral for the first time since mid-2025 - driven by rising inp…
16 Jun 2026
Man GroupFixed Income
H2 2026 Credit Outlook: The AI Buildout - Boom or Bubble? | Man Group
Man Group's H2 2026 credit outlook examines the surge in AI and hyperscaler bond issuance in public markets alongside a wave of high-profile defaults in private credit AI and software deals, raising concerns about bubble…
16 Jun 2026
Yarra Capital ManagementFixed Income
Phil Strano: Yields take centre stage again
Yarra Capital Management's Head of Australian Credit Research examines the 2026 Australian credit market, where rising government bond yields (3-year up ~30bps YTD), surging primary issuance (up 29% to $186bn), and tight…
15 Jun 2026
Loomis SaylesFixed Income
Why Insurance Companies Should Consider Emerging Market Corporate Debt
Loomis Sayles' Co-Head of Emerging Markets Debt argues that EM corporate bonds offer insurance companies a compelling combination of incremental yield, lower net leverage, and stronger interest coverage relative to devel…
15 Jun 2026
First Eagle InvestmentsFixed Income
Quarterly Views from First Eagle Municipal Credit Team: 2Q26
First Eagle's Head of Municipal Credit, John Miller, discusses the resilience of municipal bonds amid interest rate volatility, renewed inflation concerns, and record issuance levels in Q2 2026. Miller argues that curren…
15 Jun 2026
PIMCOFixed Income
Rupture and Resilience: 2026 Global Economic Outlook, Geopolitics, and Fixed Income Investment Strategy | PIMCO
PIMCO's 2026 Secular Outlook argues that geopolitical fragmentation, AI-driven capital spending (~$14 trillion over five years), and fiscal strain are widening the distribution of global macro outcomes and accelerating a…
15 Jun 2026
ConningFixed Income
FHLB as a Strategic Lever for Insurance Balance Sheets
Conning examines how insurers - now accounting for ~10% of FHLB members but 27% of advances - are deploying Federal Home Loan Bank capacity for secured financing, liquidity management, portfolio construction, and asset-l…
15 Jun 2026
ConningFixed Income
State of the States
Conning's 2026 annual report ranks all 50 U.S. states by credit quality based on economic conditions, socioeconomic trends, and balance sheet analysis, maintaining a "stable" overall outlook despite building headwinds. K…
15 Jun 2026
AllianceBernsteinFixed Income
Can the Eurozone Tolerate Higher Rates for Long? | AB
AllianceBernstein's European economist argues that the ECB's hiking cycle - prompted by an energy shock from the Iran war - should remain limited to one or two 25bp moves, as the euro-area economy is materially weaker th…
12 Jun 2026
Wellington ManagementFixed Income
Weekly market update | Wellington Singapore Intermediary
Wellington Investment Director Paul Skinner delivers a short weekly video briefing covering key market developments and themes investors should monitor. The update spans fixed income and broader market conditions, with c…
12 Jun 2026
PIMCOFixed Income
Deficit Dynamics: Navigating the U.S. Fiscal Landscape (video) | PIMCO
PIMCO Group CIO Dan Ivascyn discusses the risks posed by rising U.S. fiscal deficits, noting that while the dollar's reserve currency status affords some buffer, elevated deficits are likely to keep real rates and yield…
12 Jun 2026
PIMCOFixed Income
Fixed Income: Strong Starting Point, Stronger Potential (video) | PIMCO
PIMCO's CIO of Non-Traditional Strategies, Marc Seidner, argues that despite strong bond returns over the past 12 months, fixed income remains attractive given 10-year U.S. Treasury yields ranging between 3.75% - 4.75%,…
12 Jun 2026
PIMCOFixed Income
Finding an Active Edge in Global Bonds (video) | PIMCO
PIMCO's CIO Global Fixed Income Andrew Balls and Head of the Global Desk Sachin Gupta discuss why active management in global bonds offers advantages over passive approaches, citing PIMCO's 30-year track record, global t…
12 Jun 2026
PIMCOFixed Income
Back to the Future: Term Premium Poised to Rise Again, With Widespread Asset Price Implications | PIMCO
PIMCO's Marc Seidner and Pramol Dhawan argue that the 40-year downtrend in the U.S. term premium is poised to reverse, driven by persistent fiscal deficits, rising Treasury issuance, and sticky inflation. They outline po…
12 Jun 2026
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