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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[…]
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.
October 2026 Investment Outlook
Our current thinking on the factors contributing to the credit cycle's persistent expansion phase.
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies Team shares a regional breakdown of their growth expectations across the globe.
Municipal Sector Outlook
Our mid-year Municipal Sector Outlook highlights a shifting landscape for municipal credit. Significant federal policy changes, evolving sector fundamentals and[…]
July 2026 Investment Outlook
We believe the expansion phase of the global credit cycle will continue through 2026, backed by decent economic growth and[…]
Back to the Future? US Autos Face a 1970s-Style Shock
Are US auto credit spreads mispricing risk? As the industry faces a convergence of Chinese competition, rising EV investment costs,[…]
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies Team shares a regional breakdown of their growth expectations across the globe.
Strait of Hormuz Disruption and the Long Tail of Higher Oil Prices
Saurabh Lele illustrates the scale of oil disruption and why he thinks oil prices will remain above pre-conflict levels for[…]
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies Team shares a regional breakdown of their growth expectations across the globe.
April 2026 Investment Outlook
We believe the expansion phase of the credit cycle will continue through 2026, but markets will likely experience a number[…]
Finding Opportunity in Today’s Euro Credit Markets
Luuk Cummins, Portfolio Manager, shares where he currently sees opportunity in today’s euro credit markets, from “rising stars” to non-rated[…]
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