Geopolitical tensions are rising as markets expected disinflation and easing. Fixed income investors watch energy, inflation expectations, and risk pricing.

As markets react to this weekend's escalation in the Middle East, our CIO Eric Stein offers a grounded perspective on what's driving the volatility.

If inflation isn’t fully broken and growth isn’t overheating, how much risk should fixed income investors take— and where?

Against a backdrop of positive technicals and emerging late-cycle behavior, high starting yields should anchor returns once again in 2026.

The historical underperformance of passive Agg-based bond funds isn’t a coincidence. The index’s very design puts investors at a disadvantage.

The U.S. economy is entering a rolling recovery, with housing and lower-income consumers emerging as the first sectors to benefit.

If 2025 was a year of disruption, the next looks more like a year of reckoning.

Eric Stein and Erin Orekhov discuss the weekend's developments involving Venezuela and what they might mean for investors.

As investors grapple with the potential for elevated volatility, we offer six themes we think will drive fixed income markets in the first half of the year.

When selecting a fund to anchor your clients’ portfolios, consider its journey just as carefully as its destination.