Introduction & Methodology

In Q1 2026, Fixed Income Leaders Insights surveyed 100 senior industry leaders from organisations across North America to understand the key challenges shaping the fixed income landscape and the innovative strategies being deployed to address them.

The research explores a range of critical themes influencing the market, including advancements in price transparency, the evolution of lifecycle data management, the growing role of systematic fixed-income strategies, and the impact of ongoing market structure reforms and regulatory changes.

Together, these topics provide a comprehensive view of how firms are adapting their workflows, technology, and operating models in response to a rapidly shifting environment.

Who We Surveyed

Primary Business

60%

Asset Management

15%

Pension Funds

15%

Insurance Funds

5%

Hedge Funds

5%

Investment Banks

Job Title

20%

Head of Trading

20%

Head of Fixed Income Trading

20%

Head of Credit/Rates Trading

20%

Portfolio Manager

10%

Chief Investment Officer

5%

Head of Strategy

5%

Head of Risk

The survey was conducted by appointment over the telephone. All responses were compiled and anonymised by WBR Insights, with findings presented alongside expert analysis and commentary from SIX Group, S&P, and the FILS USA community.

The topics explored in this report will also be discussed in depth at the upcoming event. Download the agenda here.

Locations

40%

New York

30%

Boston

20%

California

10%

Other (Connecticut, Chicago, Philadelphia, Baltimore, Miami, Texas, etc.)