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Article: 3 in 3: Sifting Through the Noise of Midterm Elections
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Election noise can distort market signals. Jim Lydotes looks beyond the headlines at consumers, AI infrastructure, and defense demand.

October 20, 2026

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A Guide to Mortgage-Related Assets

December 11, 2025
Here’s what you need to know about the sector that may be key to agency mortgage-backed securities outperformance.

Capital Market Assumptions 2026

December 11, 2025
Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation for multi-asset portfolios...

Fixed Income Perspectives: Credit Is Due

November 20, 2025
Credit spreads have come off recent tights, but the uncertain macro backdrop continues to favor a selective, patient approach to adding risk.

Energy & Infrastructure Insight: Natural Gas

November 14, 2025
The U.S. natural gas industry has transformed into a global powerhouse—and it has further to go. A deep dive into the sector’s history, drivers, and debt financing landscape.
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