Highlights from the week of July 3 – July 9, 2026.

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.

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.

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.

Get the latest insights from our securitized credit desk.

How ELGC can help corporate pension plans to add duration and improve risk-adjusted returns.

As companies look to bond markets to fund AI investment, the credit impact is showing up in more selective ways, creating opportunities for active investors.

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