Taxable Fixed Income Markets Update: April 2026 18 May 2026 Markets appeared to adjust to a new geopolitical normal in April, with spread assets outperforming Treasuries. Explore what shaped fixed income returns. (4 min read) Read
Securitization in Focus — March 2026 9 April 2026 Negative equity reached record levels, geopolitical risks widened spreads and securitized issuance slowed unevenly across sectors. (3 min read) Read
AI's Securitized Footprint: The Rise of Data Center Financing 19 March 2026 Data center financing is reshaping securitized markets as AI and cloud demand fuel rapid growth. Explore how ABS and CMBS structures differ — and what those differences mean for fixed income investors. (6 min read) Read