Lending to real estate investment trusts and similar vehicles allows credit portfolios to achieve diversified commercial real estate exposure.

Macro volatility and AI debt issuance headlines have been creating the noise; strong fundamentals and elevated rates have created the returns.

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.

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

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.

AI-related debt is now over 15% of the U.S. investment grade bond universe and responsible for multiple $10+ billion private placements...

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.