The economy’s impressive resilience has helped markets shake off fiscal and geopolitical uncertainties. But while it’s business as usual for some sectors, others are facing a panoply of new challenges, compounded by the accelerating AI revolution. Our experts take a look at how to play this complex new landscape.

Get the latest insights from our securitized credit desk.

Highlights from the week of June 20 – June 26, 2025.

Markets are holding steady despite mounting uncertainty, as investors, the Fed, and corporate America wait for clarity on fiscal policy and the direction of the economy.

As glide path triggers push overfunded plans into fixed income, many sponsors are diversifying beyond investment grade corporate bonds to better manage risk and volatility. Here’s why it helps.

We are closely monitoring developments, but our base case is a minimal economic impact, especially with the Fed able to support growth with rate cuts.

Even as markets cheer easing trade tensions, the effects of tariff uncertainty may still show up in economic data—and bring renewed volatility with them.

Liability management exercises may offer a quick fix for financially distressed companies, but they can sometimes make bad situations worse, underscoring the importance of rigorous credit research and security selection.

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

The securitized credit market has evolved, through economic cycles and crises, into a popular fixed income allocation. However, its breadth, relative youth, and perceived complexities can be challenging for new investors, causing them to miss out on the asset class’s opportunities. Here’s what you need to know.