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Featured Insights

Article

100 Days of Conflict: Oil, Inflation and Rates

17 June 2026

One hundred days into the Middle East conflict, higher oil prices have renewed inflation pressure, shifted Fed expectations and created selective opportunities across fixed income sectors.

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Article

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)

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Article

Boring is Beautiful: Overlooked Opportunities in Small Companies

27 May 2026

Markets frequently reward glamour over economics. Explore how small- and micro-cap companies in essential, often overlooked industries can offer durable competitive advantages, exposure to scarce assets and long-term opportunity. (5 min read)

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Infographic

Securitization in Focus — April 2026

15 May 2026

Explore the latest in securitized markets including Q1 sponsor earnings, tax refund seasonality, spread volatility and issuance trends . (3 min read)

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Featured Insights

100 Days of Conflict: Oil, Inflation and Rates

Taxable Fixed Income Markets Update: April 2026

Boring is Beautiful: Overlooked Opportunities in Small Companies

Securitization in Focus — April 2026