Over the last 35-plus years, convertibles have produced equity-like performance but with lower volatility. Today, accelerating new issuance and expanding market breadth adds to the appeal of this unique asset class.

Highlights from the week of February 27 – March 5, 2026.

Geopolitical tensions are rising as markets expected disinflation and easing. Fixed income investors watch energy, inflation expectations, and risk pricing.

As markets react to this weekend's escalation in the Middle East, our CIO Eric Stein offers a grounded perspective on what's driving the volatility.

Three numbers tell the small cap story right now: Earnings, valuations, and rates. It’s a setup that deserves attention.

In falling-rate environments, commercial mortgage loans can potentially improve returns—while mitigating portfolio volatility.

If inflation isn’t fully broken and growth isn’t overheating, how much risk should fixed income investors take— and where?

Amid a backdrop of positive technicals and emerging late-cycle behavior, high starting yields should anchor returns once again in 2026.

With spreads tight and issuance set to rise, elevated all-in yields remain the key force anchoring investment grade credit returns in 2026.

The software sector is high yield private credit’s largest borrower by debt outstanding. As some software companies grapple with the specter of AI-driven obsolescence and slowing growth, it’s worth taking a closer look at your direct lending investments.