As investors prepare for the effects of higher-for-longer rates and a new administration in 2025, we offer five themes we think will drive fixed income markets in the first half of the year.

After a bumpy start, 2024 emerged as a year of resilience for fixed income markets, with strong returns and a promising outlook for U.S. corporate bonds.

In this time warp of a market, thanksgiving feels like it was a blip on the radar from months ago.

Highlights from the week of December 6 – December 12, 2024.

When selecting a fund to anchor your clients’ portfolios, consider its journey just as carefully as its destination.

Strong economic growth coupled with inflation risks from potential policy shifts have paved the way for a prolonged period of higher interest rates. That could be a good thing for fixed income investors.

Adding durable, low-cost external leverage to lower-volatility assets via the FHLB system can be an attractive way to enhance risk-adjusted return potential.

The incoming administration will have an impact on every industry within investment grade credit, and each will face its own challenges and opportunities.

The Fed is readjusting, regulations are shifting and private equity is changing the game. Our insurance clients have many questions—and we have answers.

Donald Trump is set to reshape America around lower taxes, higher tariffs, less regulation, more drilling and fewer immigrants. Here’s what it means for markets.