Highlights from the week of November 8 – November 14, 2024.

The incoming administration will have an impact on every industry within investment grade credit, and each will face its own challenges and opportunities.

The current market backdrop presents opportunities to benefit from lower rates, durable earnings streams and high quality “all-in” yields.

Donald Trump is set to reshape America around lower taxes, higher tariffs, less regulation, more drilling and fewer immigrants. Here’s what it means for markets.

Small cap stocks may be on the brink of an upward trend, bolstered by four key factors that have historically driven strong returns in this asset class.

In a resilient growth environment with inflation trending downward, any short-term volatility from the market’s reaction to monthly data is likely an opportunity to buy.

For decades, convertibles have produced equity-like performance with lower volatility – and accelerated new issuance at favorable terms only adds to the appeal.

With the rotation toward value supported by sustainable catalysts, now is a good time to consider rebalancing portfolios.

As we head into the final stretch of hotly contested races up and down the ballot, our experts convene for civilized discourse on what matters to markets...

With tight spreads and a steepening yield curve, we see the most value in lower-beta spread products and high-quality securitized assets.