Jim Lydotes flips the timer on 1) small cap capex, 2) Voya’s Grassroots Research® on cyber spending, 3) an interesting setup for specialty chemicals.

Highlights from the week of April 24 – April 30, 2026.

Having trouble remembering the difference between a CDR and a CRT? We’re here to help.

As sponsors confront volatile oil prices and geopolitical risk, here’s a look at what does (and doesn’t) work.

An energy shock, sticky inflation, and fractured global policy have made the path forward less forgiving. With growth slowing but not breaking, we focus on quality, diversification, and disciplined positioning as the margin for error narrows.

Markets are being tested on several fronts at once. But the important question is how these shocks travel—through inflation, monetary policy, funding conditions, or issuer fundamentals. That’s where resilience begins to diverge.

Jim Lydotes covers: 1) how health care is stabilizing, 2) why used cars could be an inflation indicator, and 3) why AI spending could crowd out hiring.

Structured lending to funds can provide similar returns at potentially lower risk than investing as an LP...

Get the latest insights from our securitized credit desk.

For a time, simply being exposed to AI drove returns. That phase is over.