All Corporate Bonds articles
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White papersIlliquidity premia in private debt: Q1 2026
In our Q1 2026 deep dive, our research team crunched the data to explore how evolving macro conditions are reflected in private debt returns
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White papersScale matters: navigating EM oil credit in volatile markets
Spiking high oil prices create regional winners and losers.
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White papersQ1 2026 Investment Grade Corporate Market Review and Outlook
MetLife Investment Management’s “Q1 2026 Investment Grade Corporate Market Review and Outlook” highlights a volatile start to the year driven by policy shifts, geopolitical tensions and elevated issuance. Despite increased uncertainty, credit markets remained resilient as higher yields continued to support investor demand.
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White papersDeglobalisation: Downing the desire for duration
In the latest Fixed on Bonds blog, Premier Miton Fund Manager Simon Prior looks at why fragmenting supply chains can reduce economies of scale and add to cost pressures over time, ultimately feeding through to consumers.
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White papersU.S. High Yield: Beyond the Maturity Wall
The maturity wall facing U.S. high yield bond issuers is sizeable. But given the market’s composition today, the wall appears less daunting for issuers—and, for investors, it’s helping shape potentially compelling opportunities.
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White papersFive Timely Opportunities in Today’s High-Yield Market
As market conditions shift, opportunities stand out.
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PodcastInflation-linked bonds can navigate the shocks
The Middle East conflict has triggered a surge in energy and other prices, creating a second inflation shock in four years. Elida Rhenals, a Senior Portfolio Manager in the rates and inflation team at AXA IM Core, part of BNP Paribas Asset Management, tells Chris Iggo, Chief Investment Officer for AXA IM Core, how the short duration inflation-linked bond strategy run by her team can be effective in offering protection and a real return – not just a nominal one – in a slowing growth, rising inflation environment.
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White papersTalking Markets – Inflation, central bank policy and the changing shape of bond market
Inflation isn’t fading into the background, it’s redefining how investors think about fixed income.
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VideoPrivate Credit Roundtable (3/3): Where AI-driven infrastructure is creating credit opportunities
As AI drives demand for datacenter infrastructure, new opportunities are emerging across private credit. Our panel examines how this buildout could influence the market in the final episode of the private credit roundtable series.
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VideoPrivate Credit Roundtable (2/3): How investors are assessing today’s credit cycle
Recent defaults have raised questions about the state of the credit cycle. In part 2 of the private credit roundtable series, our investors discuss whether these are early warning signs or simply pockets of dislocation.
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VideoPrivate Credit Roundtable (1/3): What the return of banks means for investors
As banks begin to re-enter the market, what does it signal for private credit? In part 1 of the private credit roundtable series, our panel explores where this is happening and the potential implications for investors.
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White papersEM Corporate Debt vs EM Sovereign Debt: “Same same but different”
Many investors approach EM hard-currency debt primarily through sovereign bonds, often overlooking corporate credit. This bias reflects sovereigns’ greater liquidity, familiarity, and longer track record. Yet, while EM corporate credit has delivered comparable returns over time, it has historically produced a stronger risk-adjusted returns profile - making a compelling case for blending both asset classes in a well-diversified portfolio.
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White papersFrom punitive to proportionate: Solvency II reforms explained
Regulatory change rarely creates opportunity this quickly, but the July 2025 Solvency II reforms may be the exception. For European insurers that have avoided securitised credit for over a decade due to punitive capital treatment, the landscape is shifting in a meaningful way. With the U.S. securitised market offering immediate scale, compelling spreads, and decades of resilience data, the case for acting early is strong. Download the full paper to explore the investment thesis and what it means for portfolio construction today.
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White papersAI’s growing influence on fixed income markets
The excitement engulfing artificial intelligence has been very much focused on equity markets — with the likes of the tech-heavy Nasdaq index hitting multiple fresh highs over the past 12 months.
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White papersThe role of asset-backed securities in pension scheme LDI portfolios
Historically, the US securitised credit market has demonstrated strong risk-adjusted return outcomes, often decorrelated to traditional fixed income assets. When blended into LDI portfolios there is the opportunity to enhance collateral waterfall liquidity while improving risk/return dynamics.
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VideoEuro Credit Market Update - Shifting investor expectations
Watch Boutaina Deixonne discuss her outlook for the euro investment-grade and high-yield corporate bond market, and where she currently sees potential risks and opportunities.
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VideoFixed Income Quarterly: Why a selective approach could be beneficial
Watch Olivier de Larouzière discuss his outlook for bond markets, the need for investors to be selective in fixed income, and the areas where he sees potential opportunities.
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White papersSeizing climate-related opportunities: Climate Change High Yield Credit, Annual Report 2025
Investor engagement plays a critical role, particularly with companies in high-carbon sectors.
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PodcastLicence to roam empowers absolute return bond approach
With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it.
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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.
