Article: Fixed Income Perspectives: Themes for the Second Half of 2026
Market Outlook

The back half of 2026 may hinge on six themes: AI spending, uneven growth, labor supply, sticky inflation, uneasy central banks, and volatile bond markets.

June 25, 2026
Article: GNMA: The Bond Category for Bad Quarters
Investment Insights
June 3, 2026
Article: How AI Spending Is Creating a More Selective Market
Fixed Income Perspectives
May 26, 2026

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Fixed Income Perspectives: Credit Is Due

November 20, 2025
Credit spreads have come off recent tights, but the uncertain macro backdrop continues to favor a selective, patient approach to adding risk.

Fixed Income Perspectives: 2H25 Themes

July 15, 2025
As investors wait for additional clarity on trade and fiscal policy, we offer six themes we think will drive fixed income markets in the second half of the year.
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