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Thought Pieces

IAM’s team delivers timely analysis on markets, interest rates, inflation, and economic trends. Our thought pieces offer practical insights to help you navigate shifting market conditions and make informed fixed income investment decisions.

Thought Pieces

Recent Thought Pieces

June 30 2025 | 3 min

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Market Outlook 2025

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May 6 2025 | 3 min

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The Bond Market Puts the Brakes on Trump

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Most Popular Thought Pieces

April 14 2025 | 3 min

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The Quiet Strength of Syndicated Loans in a Noisy Private Credit Market

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April 11 2025 | 2 min

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Understanding Bank Hybrids and Their Role in the Capital Structure

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November 12 2024 | 8 min

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Markets in the New Era of Trumpism

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March 27 2025 | 3 min

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IAM Syndicated Loans vs Private Credit Funds

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March 27 2025 | 5 min

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Wall Street Turbulence – Value in $A Investment Grade Securities

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March 10 2025 | 2 min

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RBA Rate Cut and What Lies Ahead

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November 27 2024 | 8 min

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Buying Bonds in New Issues Makes Good Sense

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December 11 2024 | 3 min

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Navigating 2025: Strategic Opportunities in the Credit Market

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August 26 2024 | 3 min

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Why Bank Term Deposits are Falling and What is Driving Them

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View Why Bank Term Deposits are Falling and What is Driving Them

August 14 2024 | 6 min

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How to Position Your Portfolio When Rates Fall

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October 30 2024 | 3 min

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Exiting Cash and Moving into Bonds

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June 19 2024 | 8 min

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Direct Investment vs Funds

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July 1 2024 | 8 min

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Bond Opportunities in Current Interest Rate Environment

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May 6 2024 | 3 min

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New Perspectives on Fixed Interest

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October 1 2024 | 6 min

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Positive for AT1 instruments, Neutral for T2 instruments

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February 7 2024 | 10 min

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Credit Outlook 2024

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Credit Opinions

Access detailed issuer and issue specific credit and relative value opinions to assist you with the investment decision making process.

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