Fixed Income
In-depth reporting on fixed income investing for our pension fund and asset management readers from IPE’s award-winning journalists. Covering credit, emerging market debt, government bonds, high yield bonds, investment grade credit, insurance-linked securities and private debt - plus, fixed income asset class reports
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ResearchWhat’s driving the UK’s £3.4trn institutional market? IPE’s exclusive market insight report
BlackRock has retained its position as the largest manager of UK institutional assets for the second consecutive year, as consolidation, pension risk transfer activity and the rise of private markets continue to redraw the boundaries of the UK pensions industry, according to IPE’s exclusive annual survey.
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FeaturesIPE Expectations indicator - July 2026: Hormuz in bonds, but not in equity
Peace in Iran is at last focussing on the Strait of Hormuz. Iran seems to have dropped its demands for tolls, but continues to insist on its sovereignty over the waterway. The US has realised EU countries and the UK will not support it in its demands.
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AnalysisFixed income, rates, currencies: AI dominates investment sentiment
Despite fears of a growing bubble, artificial intelligence remains the key driver for investors
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Asset Class ReportsLooking both ways: Aviva Investors’ Fabrice Pellous on his framework for underwriting credit risk
As the global head of high yield at Aviva Investors, Fabrice Pellous is focused on both top-down and bottom-up views
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Asset Class ReportsAvoiding landmines: BNPPAM’s Boutaïna Deixonne is optimistic on European high-yield
In the high-yield space specifically, fundamental credit research plays a crucial role in guiding our investment decisions, says BNPPAM’s Boutaïna Deixonne
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Asset Class ReportsUnderdogs no more: Investors see opportunities in European bank credit
Investors are eyeing selective, liquid opportunities in European bank credit as an alternative to private lending
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FeaturesIPE Expectations Indicator – June 2026: Politics are trumping growth prospects
The US war in Iran is suffering from unexpected consequences. Oil companies look like short-term winners, long term losers and they are vulnerable to windfall profit taxes. US enterprises, not subject to pressure to limit CO2 are more vulnerable, but internationals around the globe profit from being better prepared.
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InterviewsUK pension funds PPF and USS on LDI and fixed income risk management
The PPF takes a dynamic approach in its LDI portfolio, while USS’ head of fixed income outlines the scheme’s globally diversified rates hedge
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NewsUK SDR label imbalance could curb pension scheme use, FCA acknowledges
The UK regulator says it is committed to working with the industry to understand why more fixed income managers or funds are not seeking a label
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FeaturesIPE Expectations Indicator – May 2026: Equity favoured over bonds in all regions except the UK
Net equity sentiment bond expectations are up in all areas and analysts see growth prospects in all regions
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AnalysisInvestors rethink bond allocations as Iran war takes its toll
Uncertainty has engulfed fixed income markets since the US attack on Iran
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AnalysisAsia’s corporate bond markets holds firm as risks build up
Recent geopolitical headwinds have rattled Western bond markets, while Asia’s credit markets have remained stable - at least for now
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AnalysisAsian sovereign bonds gain appeal as investors seek diversification
Sovereign issuers from Asian developed and emerging economies are attracting capital flows from global investors
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FeaturesIPE Quest Expectations Indicator – April 2026: repercussions of war in Iran
Managers expect continued pressure on equity markets, as the wider effects of the Iran war are felt both in terms of sentiment and actual growth
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NewsNorway’s SWF says UK should be stricter in green reporting proposal
NBIM responds to FCA’s proposed new sustainability disclosure rules for listed companies; calls for timelines for Scope 3 emissions reporting to become mandatory
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NewsCredit Suisse AT1 fallout: pension investors face claims deadline
Pension funds weigh legal action as deadline nears over $17bn Credit Suisse AT1 wipeout claims
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FeaturesIPE Quest Expectations Indicator - March 2026
Asset allocation Net equity sentiment statistics have been up generally for several months in succession. The scores are again closely bunched together. There is clear optimism in the figures, which have yet to reflect the impact from the hostilities in the Middle East, such as the threat of spiralling inflation. ...
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Opinion Pieces“There is more to European private credit than meets the eye”
Despite the frequent grievances about the poor development of European capital markets, a plethora of non-bank lenders, backed by Europe’s institutional investors, are working hard to provide European businesses with the capital they need to grow and innovate.
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FeaturesFixed income, rates, currencies: Joint US-Israel war on Iran sends oil price to 12-month high
Global markets had seemed relatively benign despite signs of impending instability – but the military strikes on Iran have upended any optimism
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NewsNorway tells SWF to put big-tech concentration risk under microscope
Finance ministry follows up on January’s advice from GPFG’s new expert panel, asking central bank to probe bonds strategy, geopolitical and concentration risk
