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Convertible 3Q 2026 Outlook
AI related performance and record issuance have fueled a strong year for convertibles, but disciplined security selection remains critical as valuations become more demanding.
Geopolitics on the Tightrope
Easing tensions in the Middle East have improved market sentiment, but geopolitical uncertainty, inflation risks, and divergent central bank policies continue to shape opportunities across emerging markets.
Geopolitics on the Tightrope
Easing tensions in the Middle East have improved market sentiment, but geopolitical uncertainty, inflation risks, and divergent central bank policies continue to shape opportunities across emerging markets.
Global Fixed Income Mid Year Outlook
With yields still attractive but credit spreads offering little room for error, the second half of 2026 may reward disciplined duration positioning, high quality credit, and selective opportunities across emerging markets.
Resilience, Tested
Despite higher energy prices, geopolitical tensions, and persistent inflation, the U.S. economy has remained resilient. As key headwinds begin to ease, investors should focus on the evolving balance between continued growth and lingering inflation risks.
Municipal Mid-Year Insights for 2026
Municipals offer durable tax-exempt income. As supply, demand, and curve dynamics evolve, disciplined credit selection and relative value remain essential.
High Yield 3Q 2026 Outlook
AI is reshaping more than technology, it’s reshaping high yield markets. With tight valuations, rising issuance, and evolving credit dynamics, active positioning matters more than ever.