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Fixed-Income
Firm
Author
Type
The Credit Market Lens: Differing Signals in BDCs, and Orderly Defaults in High Yield
PIMCO
Lotfi Karoui
Research
7 Pages
2026 credit market outlook: This side of paradise
Carlyle
Jason Thomas, Mark Jenkins
Research
10 Pages
Reconstructing a Century of U.S. Corporate Bonds: Credit Risk in Historical Perspective
Research
65 Pages
When the Upside is Thin, Upgrade the Carry
GMO
Research
6 Pages
CTRL + ALT + CREDIT: Q4 2025 Market Review & 2026 Outlook
KKR
Christopher Sheldon, Tal Reback
Research
22 Pages
2026 Credit Outlook: Growing Divergence Amid AI’s Big Build-Out
AllianceBernstein
Research
11 Pages
Sovereign Bonds since Waterloo
Research
128 Pages
2026 Credit Outlook: From Scarcity to Selection—The Return of a Buyer’s Market
Apollo
Research
20 Pages
Investment Outlook
Loomis Sayles
Craig Burelle
Research
17 Pages
Bond Market Focus: Yield Curves and Mean Reverting Rate Expectations
AQR
Antti Ilmanen
Research
14 Pages
Bond Market Focus Understanding Treasury Yields with Survey Data
AQR
Antti Ilmanen
Research
9 Pages
A Historic Dislocation: Opportunity at the Long End of the Municipal Curve
Morgan Stanley
Craig Brandon
Research
8 Pages
Fixed Income Outlook
BlackRock
Rick Rieder
Research
16 Pages
Credit market outlook
Apollo
Torsten Slok
Research
188 Pages
Why own bonds?
Wells Fargo
Brian Rehling, Luis Alvarado, Tony Miano
Research
16 Pages
When the Market Outgrows the Index
TCW
David Vick
Research
3 Pages
Pricing of Corporate Bonds: Evidence From a Century-Long Cross-Section
Research
48 Pages
Emerging Markets: The Biggest, Fastest Growing, and Arguably Least Understood Pool of Credit in the World
PIMCO
Research
11 Pages
Emerging Market Debt: A Once-in-a-Generation Opportunity
GMO
Victoria Courmes
Research
6 Pages
Prime Time for Bonds
PIMCO
Erin Browne, Emmanuel Sharef
Research
8 Pages
Risk Off, Yield On
PIMCO
Research
6 Pages
Navigating The Lowest-Yielding Bond Market In History
Man Group
Jonathan Golan
Research
6 Pages
What To Do With The 40
Northern Trust
Research
9 Pages
It’s Not a Bound; It’s an Opinion
AQR
Research
12 Pages
Status Update: Coronavirus And EM Fixed Income In 2020 And Beyond
Ashmore
Jan Dehn
Research
11 Pages
Rebuttal To Carmen Reinhart And Kenneth Rogoff’s Proposal That Emerging Markets Suspend Debt Payments
Ashmore
Jan Dehn
Research
4 Pages
The Passive Aggressive Agg, Revisited
GMO
Peter Chiappinelli
Research
8 Pages
Credit Versus Equities: Investing Across The Capital Structure
PIMCO
Mukundan Devarajan
Research
12 Pages
Junk or Jewel? Assessing The Role of High-Yield Bonds in a Diversified Portfolio
Vanguard
Kimberly Stockton
Research
17 Pages
High Profits at Low Rates : The Benefits of Bond Convexity
Portfolio Charts
Research
16 Pages
False Alarm: The Case for Corporate Credit
Goldman Sachs
Research
8 Pages
A Smarter Solution To Municipal Investing
Columbia Threadneedle Investments
Catherine Stienstra
Research
8 Pages
Emerging-Market Bonds: A Fixed Income Asset With Equity-Like Returns (And Risks)
Vanguard
Daren Roberts
Research
16 Pages
Going Global With Bonds: The Benefits of A More Global Fixed Income Allocation
Vanguard
Todd Schlanger
Research
16 Pages
The What-Why-When-How Guide to Owning Emerging Country Debt: 2017 Edition
GMO
Research
23 Pages
Finding Yield in a 2% World
Cambria Quantitative Research
Mebane Faber
Research
7 Pages
The Case for International Fixed Income
Wells Capital Management
Tony Norris
Research
7 Pages