All Corporate Bonds articles
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White papersPotential implications of the Middle East conflict for bonds
The Middle East conflict, while first and foremost a human tragedy, also represents an energy supply shock with potentially significant implications for global growth. In a new paper, Head of Global Sovereign, Inflation and Rates, Cedric Scholtes presents a framework for analysing the war’s fixed income investment implications.
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White papersUnlocking green, social and sustainability bonds’ full potential
The green bond market may have reached maturity, with established issuance patterns and fewer surprises in store, but maturity does not mean a less attractive market for investors nor that its full investment potential has already been reached.
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White papersOral GLP-1 Is Here. Have Credit Markets Caught Up?
The FDA’s approval of oral semaglutide removes the injection barrier and may reprice credit exposures built on an older adoption curve.
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PodcastThe grass has become greener for green bonds
While their sustainability-related credentials have sustained the appeal of green bonds over the years, recent events in energy markets have reminded investors of the need for continued progress on the energy transition and hence the need for financing for green energy projects.
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White papersWeathering the storm: The resilience of Asian fixed income
Confronted with ongoing geopolitical tensions, we believe Asia’s fundamental strengths should underpin the resilience of its fixed income markets. Supported by strong current account balances and the support of the AI capex cycle, many Asian countries look set to weather the current storm relatively well compared to prior crises.
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VideoContingent capital; a strong case in today’s fixed income market
In this edition of Talking Markets Lloyd Harris, Head of Fixed Income at Premier Miton, discusses how stronger bank capital positions and post‑crisis regulation continue to reshape the contingent capital landscape. He shares why CoCos are increasingly compelling for income‑focused investors, offering a robustness that has held up well through recent market stresses.
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White papersDiversification Without Complication: The Case for Global Bonds in 2026
After an extended period of declining yields and credit spreads, we believe the fixed income environment is becoming increasingly nuanced. Near-neutral rates, tight spreads and elevated macro and political risks require investors to tread carefully in setting exposures while taking a broader approach to maximizing the opportunities that will present themselves.
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White papersCentral Banks and bond yields in focus
“The stagflationary impulse from the conflict will reshape the growth and inflation risk trade-off, creating a policy dilemma for central banks globally. Overall, we expect central banks to postpone easing, but not to reverse it, a wait-and-see stance seems plausible and appropriate.”
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WebinarWebinar replay: How global macro factors and geopolitical events are feeding through to debt markets
Lloyd Harris, Head of Fixed Income at Premier Miton, looks at the key forces shaping debt markets today, from global macro trends to geopolitical developments, and how these influences feed into the team’s strategic investment approach. He also outlines his outlook for the months ahead and highlights where he sees the most compelling opportunities across fixed income.
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PodcastHigh-yield credit – A source of diversification and returns
Portfolio Manager Stef Abelli of the Euro high-yield credit team and Chris Iggo, Chief Investment Officer, AXA IM Core, discuss the outlook for high-yield corporate bonds as well as the diversification opportunities across sectors and industries and the improved quality the asset class offers.
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White papersWhy bond investors can’t ignore the AI revolution
AI’s influence on fixed income markets is only just beginning and its eventual effects will become more apparent as time progresses. Even at this point, however, certain things are clear.
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White papersEM corporate debt: A misunderstood asset class
Emerging market corporate debt is a largely misunderstood asset class as general perceptions have not kept up with reality. Our Emerging Markets Fixed Income team looks at how the asset class has evolved over recent years and dispels some of the key myths surrounding it.
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PodcastWhat’s the outlook for yields and demand in euro credit?
Given its strong performance in recent years, does the Euro corporate bond market still offer attractive opportunities or has it become too expensive? Chris Iggo, Chief Investment Officer, AXA IM Core, talks to Boutaina Deixonne, Head of Euro Investment-Grade and High-Yield Credit, about the outlook, investor demand, and promising sectors and industries.
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White papersHow to spot an AI bubble
If the recent spate of TV ads promoting artificial intelligence sparked a feeling of déjà vu, you’re not alone. Dot-com start-ups in 2000 and cryptocurrency companies in 2022 dominated TV commercials shortly before both suffered epic meltdowns.
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White papers2026 credit thoughts – here comes the capex …
Competition for capital is heating up. Persistent government deficits combined with a long overdue acceleration in corporate capex means bond markets face a wave of new supply. Is this a risk or opportunity?
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White papersEmerging-Market Corporates: Renowned for Resilience
Emerging-market (EM) corporates have a track record of resilience across market cycles. For over a decade, EM corporate bonds have allowed for participation in rising markets, while exposing investors to less downside during market downdrafts. This is due to an especially pronounced inherent barbell structure that balances interest-rate risk with credit risk, providing independent sources of return that are negatively correlated to each other.
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White papersDB pension schemes: Is investing like an insurer easier said than done?
The UK government recently published its highly anticipated Pension Schemes Bill, opening the door to more flexible treatment of defined benefit (DB) pension scheme surpluses. While buy-out remains the gold standard for member security, many trustees and finance teams are now exploring if, and how, running-on their scheme could work for the benefit of its members and the sponsor.
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White papersQ4 2025 Investment Grade Corporate Market Review and Outlook
The U.S. fixed income market demonstrated considerable resilience in the face of persistent economic uncertainty and a U.S. government shutdown. Fourth quarter returns within the investment grade credit space were mixed though, with excess returns modestly negative (-0.02% excess return) and total returns that were positive (0.87% total return) – supported by a dovish Federal Reserve policy stance, expectations for rate cuts and strong investor appetite for relatively attractive yields.
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White papersA Validation Study of Catastrophe Bond Losses Over Time
We explore the relative historical performance of catastrophe bonds in relation to various trigger types.
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White papersThe future of fixed income
Fixed income has been transformed by advances in market structure, trading technology, and portfolio design-and the pace of change continues to accelerate. These developments are expanding what the asset class can deliver for institutional investors.
