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Convertible 3Q 2026 Outlook
AI related performance and record issuance have fueled a strong year for convertibles, but disciplined security selection remains critical as valuations become more demanding.
Geopolitics on the Tightrope
Easing tensions in the Middle East have improved market sentiment, but geopolitical uncertainty, inflation risks, and divergent central bank policies continue to shape opportunities across emerging markets.
Geopolitics on the Tightrope
Description Pending.
Global Fixed Income Mid Year Outlook
With yields still attractive but credit spreads offering little room for error, the second half of 2026 may reward disciplined duration positioning, high quality credit, and selective opportunities across emerging markets.
High Yield 2Q 2026 Outlook
After positive returns in January and February, it seemed all but certain that the ICE BofA US High Yield Index would extend its streak of 13 consecutive positive quarters, its longest since 1997.
Resilience, Tested
Despite higher energy prices, geopolitical tensions, and persistent inflation, the U.S. economy has remained resilient. As key headwinds begin to ease, investors should focus on the evolving balance between continued growth and lingering inflation risks.