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. 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 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) 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