Elevated coupon income should continue to support senior loan returns in the second half of 2026, but tighter valuations and rising sector dispersion...

A new wave of ERISA-friendly commercial mortgage loan investment vehicles are helping to streamline sponsors’ ability to broaden their fixed income toolkit. Here’s why that’s interesting right now.

The Trump administration is taking stakes in chip, defense, quantum, and rare earth companies that align with policy priorities.

Lower income households are getting a raise, increasing capex estimates signal confidence, and small businesses are catching up in their use of AI.

AI-related debt is now over 15% of the U.S. investment grade bond universe and responsible for multiple $10+ billion private placements...

Substituting convertible securities for CCC rated bonds in high yield mandates may improve return potential while reducing reliance on distressed credit risk.

With attractive yields, robust covenant protection, and ample liquidity, investment grade private credit is a growing favorite of both investors and borrowers. Here’s what you need to know.

Jim Lydotes flips the timer on a retail energy deal, thinner consumer cushions, and how index rebalancing shows why investors should look beneath the market surface.

The back half of 2026 may hinge on six themes: AI spending, uneven growth, labor supply, sticky inflation, uneasy central banks, and volatile bond markets.

Potential—and pitfalls—in AI debt for insurance allocators.