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.
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.
In a resilient growth environment with inflation trending downward, any short-term volatility from the market’s reaction to monthly data is likely an opportunity to buy.
As we head into the final stretch of hotly contested races up and down the ballot, our experts convene for civilized discourse on what matters to markets...