January 29, 2024 • 1 min read
Credit Compass: Mapping the Markets in 2024
- Market Commentary & Outlook
Markets appear to be priced for a soft landing in the United States, but plenty of economic and geopolitical wild cards remain on the table. Click the image below to learn how our investors are thinking about credit markets, opportunities and risks in the year ahead.

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Market Commentary & Outlook
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The Blue Tsunami and Reflections on the Midterm Elections: What Happens Next?
What could Democratic control of Congress mean for spending, interest rates and markets? Brian Horrigan examines the 2026 US midterm[…]
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US Midterm Elections: What Could Move Markets After the Votes Are Counted?
How could the 2026 midterms affect markets? Brian Horrigan looks at the balance of power, fiscal deadlines and congressional oversight.
Market Commentary & Outlook
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October 2026 Investment Outlook
Our current thinking on the factors contributing to the credit cycle's persistent expansion phase.
