Headlines surrounding the Middle East have dominated investor attention since late February. While uncertainty remains elevated, diplomatic negotiations have supported equities, even as fixed income
In investing, the goal is to find assets that appreciate. That can be accomplished in different ways. One way is to find businesses that aren’t
As we wrote in our recent Rate and Credit View, the case for global bonds has strengthened as the structure of fixed income markets —
As strikes on Iran continue and the Strait of Hormuz remains effectively closed, it’s clearly too early for market watchers to stop thinking about geopolitical
Lower oil “intensity” — less oil used per dollar of economic output — means energy shocks have a smaller impact on growth than in past
In our Weekly Market Commentary on November 17, we previewed our Outlook 2026 publication, due out on December 9. We highlighted several keys for markets
In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty
In corporate credit markets, early indicators of stress often emerge subtly — not through dramatic dislocations, but through nuanced shifts in borrower behavior and market
Global bond markets have sold off recently due to uncertainty surrounding key political changes most notably in France and Japan. Japan’s Prime Minister, Shigeru Ishiba,
