Substituting convertible securities for CCC rated bonds in high yield mandates may improve return potential while reducing reliance on distressed credit risk.

Jim Lydotes flips the timer on a retail energy deal, thinner consumer cushions, and how index rebalancing shows why investors should look beneath the market surface.

With attractive yields, robust covenant protection, and ample liquidity, investment grade private credit is a growing favorite of both investors and borrowers. Here’s what you need to know.

Highlights from the week of June 19 – June 25, 2026.

The back half of 2026 may hinge on six themes: AI spending, uneven growth, labor supply, sticky inflation, uneasy central banks, and volatile bond markets.

Potential—and pitfalls—in AI debt for insurance allocators.

Jim Lydotes flips the timer on our Grassroots Research on data centers, healthcare companies reinvesting AI dividends, and the breakdown in common value metrics.

Dividend yield reflects what a company paid; price-to-book what it owns. Neither captures what it can do next.

Government-backed mortgage bonds have outperformed during some of the market’s worst quarters. Here’s how they work and what their track record has historically meant for investors seeking diversification.

Jim Lydotes breaks down three market signals: a shift in enterprise AI spending, energy reshoring after Iran tensions, and a potential catalyst for housing.