September 15, 2026
Munis get much cheaper. Could muni buyer base widen? • Diversification in munis.
From the Global Market Strategy Team: August Inflation: Not Bad, but Bad Enough Get Our Insights
PRIVATE MARKETS OUTLOOK
Resilience in an Evolving Landscape
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Macro Pulse
The Long End Takes the Wheel
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Latest Perspectives
September 14, 2026
Higher long-term yields are reshaping the market backdrop, but strong earnings, continued AI investment, and U.S. economic advantages remain supportive for risk assets.
September 14, 2026
Private markets remain resilient, but the path to outperformance is narrowing.
September 13, 2026
Throughout the first half of 2026, private markets have shown resilience amid rising macroeconomic crosscurrents.
September 9, 2026
Private markets have shown resilience amid rising crosscurrent. Against this backdrop, the path to outperformance is narrowing.
MACRO PULSE
Our outlook for the coming six to twelve months remains constructive, but the path forward has been challenged by a volatile rates environment.
April 21, 2026
See how active ETFs help navigate volatility and enhance income potential.
August 21, 2026
Yields jump, credit stays strong, and political risks rise. Eric Kazatsky and Jack Muller explain where the muni market stands after July’s correction.
August 20, 2026
College costs add up fast, making planning all the more important.
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