Idea Of The Week: PIMCO Income Fund's 6% Distribution Yield — Income Sources and Trade-off

In an environment of persistent rate volatility, investors seeking stable cash flow may be better served by delegating duration and credit-risk management to an active manager, and by diversifying across bond sectors through a multi-sector strategy. This note introduces our global bond fund pick: PIMCO Income Fund.

BNM Maintains OPR at 2.75% in September 2026

BNM kept the OPR at 2.75%, balancing resilient Malaysian growth against contained inflation, while remaining watchful of geopolitical and commodity-price risks.

Salesforce 2Q FY27 Earnings: AI Traction Builds Despite Slower Organic Growth, Downgrade to HOLD

Frasers Property Treasury Launches Tender Offer for Its 4.15% Notes Due 2027

We assessed Frasers Property Treasury’s tender offer and recommend investors to hold the existing notes to maturity rather than participating in the tender.

Westpac 3Q26: Strong Credit Profile Supports Resilience Amid Growth Moderation

We look at Westpac's latest results and refresh our views on the bank's outstanding bonds.

Bond Update: SpaceX 2Q26 Earnings - Mixed Signals, Caution Advised

This article is based on the 10-Q quarterly report and earnings announcement for the quarter ended June 30, 2026, and is for credit analysis only, not any investment advice.

Data Infrastructure Software – the control layer of the AI stack

We would need to look for either a more attractive valuation entry point or clearer evidence that AI adoption is generating incremental, high-margin revenue before turning more positive.

CoreWeave 11% Bond Yield Analysis ---- The Risks of Surging CapEx and Debt

We look at CoreWeave and provide our thoughts on its outstanding USD bonds.

BPCE: Attractive Yield Opportunity Backed by Strong Investment-Grade Fundamentals

Groupe BPCE’s strong earnings growth, resilient asset quality and robust capital position underpin its credit strength, while its bonds offer attractive yields across multiple currencies.

CapitaLand Integrated Commercial Trust Announces New SGD 5Y Senior Green Notes at an IPG of 2.90%

CapitaLand Integrated Commercial Trust is planning to issue new SGD 5-year senior green notes with an initial price guidance ("IPG") of 2.90% area. Here is our quick take on this new issue.