Highlights from the week of October 30 – November 5, 2026.

A sector deep dive on the recent history of upstream energy, and an overview of its drivers and current investment grade private debt financing landscape.

The U.S. natural gas industry has transformed into a global powerhouse—and it has further to go. A deep dive into the sector’s history, drivers, and debt financing landscape.

Power generation is back in demand. Here’s what investors need to know.

Jim Lydotes breaks down rising capex projections, how AI token costs are shaping workforce decisions, and why consumer trust is key to the next leg of the AI trade.

Unlike in 2022, today’s higher rates are more tied to resilient growth than an intensifying inflation shock.

Sponsors and consultants discuss 2026’s big shifts in private fixed income.

Many investors may be less diversified than they think because AI exposure can show up across multiple asset classes, not just technology stocks.

Hundreds of billions in investment grade bonds now yield more than 7%, and things might stay that way for a while. Here's why.

Short duration high yield bonds proved defensive as Treasury yields surged in 3Q. But the investment case isn’t reliant upon on where rates go next.