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.

Highlights from the week of June 5 – June 11, 2026.

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.

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

Markets are being tested on several fronts at once. But the important question is how these shocks travel—through inflation, monetary policy, funding conditions, or issuer fundamentals. That’s where resilience begins to diverge.