Highlights from the week of July 31 – August 6, 2026.

Housing policy may not move home prices quickly, but it could reshape the mechanics that drive mortgage lending, RMBS spreads, cash flows, and relative value.

As the market broadens beyond the AI trade, shifting Fed signals and lofty earnings expectations demand more active judgment.

Voya’s Unconstrained Fixed Income Strategy seeks to provide consistent risk-adjusted returns over a full market cycle.

Growth now takes far more investment than it used to. Trade is reorganizing, energy risks are rising, and inflation lingers.

Low-volatility stocks look cheap, AI may be helping hiring, and banks are turning higher rates into a tailwind.

New Fed Chair Kevin Warsh appears ready to give markets fewer signals. That may give the Fed more flexibility, but it also gives every data point more power to move markets.

Elevated coupon income should continue to support senior loan returns in the second half of 2026, but tighter valuations and rising sector dispersion...

A new wave of ERISA-friendly commercial mortgage loan investment vehicles are helping to streamline sponsors’ ability to broaden their fixed income toolkit. Here’s why that’s interesting right now.

The Trump administration is taking stakes in chip, defense, quantum, and rare earth companies that align with policy priorities.