Article War, Inflation and a Market Shrug 20 May 2026 Markets have largely absorbed the shock of the ongoing Middle East conflict, but higher energy prices and inflation concerns continue to shape fixed income performance. (6 min read) Read
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) Read
Article Allocating to Small Caps in Uncertain Markets: Stability, Security and Rebuild 16 April 2026 In uncertain markets, we believe positioning matters more than prediction. Explore how we are focusing on stability, security and areas of infrastructure rebuild to uncover resilient businesses. (5 min read) Read
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) Read