Article: A Tightrope of High Expectations
cio roundtable

As the market broadens beyond the AI trade, shifting Fed signals and lofty earnings expectations demand more active judgment.

August 5, 2026

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Fixed Income Perspectives: 1H26 Themes

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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.

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Credit spreads have come off recent tights, but the uncertain macro backdrop continues to favor a selective, patient approach to adding risk.
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