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
-
FeaturesIPE Quest 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
-
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
-
AnalysisInvestors rethink bond allocations as Iran war takes its toll
Uncertainty has engulfed fixed income markets since the US attack on Iran
-
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
-
AnalysisAsian sovereign bonds gain appeal as investors seek diversification
Sovereign issuers from Asian developed and emerging economies are attracting capital flows from global investors
-
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
-
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
-
NewsCredit Suisse AT1 fallout: pension investors face claims deadline
Pension funds weigh legal action as deadline nears over $17bn Credit Suisse AT1 wipeout claims
-
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. ...
-
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.
-
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
-
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
-
NewsAlecta outpaces AMF returns, says overhaul has made it safer
Equities gains boost Swedish occupational pensions giant’s five-year return to 7.3%, beating peer pension fund AMF’s 5.5% for its smoothed traditional product
-
NewsFull dollar hedge, US equities underweight shines ATP’s 2025 return
Danish statutory pension scheme admits being unable to maintain purchasing power of pensions
-
NewsAkademikerPension uses repo innovation to boost risk, return potential
Danish pension fund CIO says rationale for levering up came down to the characteristics of the scheme members
-
AnalysisIPE Netherlands Briefing: Another 24 funds convert to defined contribution
Plus: Pension funds divest from US assets; PME withdraws €5bn mandate from BlackRock
-
NewsNorway’s SWF manager sees increased risk of AI correction
GPFG returns 15.1% in 2025, with equities and unlisted renewable energy infrastructure leading gains
-
NewsSFDR 2.0 positions green bonds as ‘structural portfolio solution’, says MainStreet
Proposed reforms to the EU’s SFDR framework could see green bonds play a key role in securing sustainable and transition labels without sacrificing diversification
-
AnalysisDutch pension funds reduce dollar bond holdings
Civil service scheme ABP, the only Dutch pension fund with a sizeable exposure to US treasuries, reduced its allocation by €10bn in 2025
-
FeaturesIPE Quest Expectations Indicator – January 2026: Equities win managers’ vote
The pessimism around equities prevailing last summer has evaporated
