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. These “National Champion” stocks could see long-term competitive advantages that aren’t immediately apparent.

AI-related debt is now over 15% of the U.S. investment grade bond universe and responsible for multiple $10+ billion private placements, and that’s not even taking into account associated sectors. Here’s where we see potential— and pitfalls—for fixed income portfolios.

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

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

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.

Private assets have an important role in enhancing long-term Defined Contribution retirement outcomes.

While major prepayment models produce reasonable forecasts for broad segments of the mortgage market, they often have shortcomings. This is how Voya’s mortgage derivatives team exploited one structural misvaluation.

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