M&A was already rebounding and could accelerate more, thanks to Trump’s focus on deregulation. Tech, investment banks and small caps may be beneficiaries.

A deep dive into agency MBS and their offshoots: CMOs, mortgage derivatives, CRTs, and MSRs.

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

The yield curve flipped in anticipation of rate cuts, but that doesn’t mean a recession is imminent. To the contrary, we’re excited about opportunities tied to higher-income consumers and consumer staples, among others. 

While recent cracks in consumer spending bear monitoring, consumers (and the fixed income sectors they help propel) are still well positioned.

With many corporate pension plans now overfunded, sponsors are exploring ways to monetize those excess assets.

AI’s data boom means sunny days for energy transition investors.

Strong performance plus new capital has meant a buoyant market. There’s further to go.

An active core fixed income model can help insurers manage changing business conditions when unexpected macro volatility hits.

Diversification, downside mitigation, and deal flow are EMMC’s advantages. Here are examples of those deals.