Iran, Oil, and Rates: What We’re Watching
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View From the Investment Committee
When Optimism Is Priced In: Investment Opportunities in the AI Era
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In this brief update, Marc Seidner, CIO of non-traditional strategies, shares how we're managing risk amid rising geopolitical uncertainty, and why today's higher yields and active management can help bonds serve as a cushion against volatility.
Even as the direct lending sector faces scrutiny, private credit remains a broadly diversified market offering a variety of investable opportunities.
When optimism is priced in, discipline matters. In this cutdown video from our quarterly webcast, Group CIO Dan Ivascyn explains how we avoid overreach in more sensitive areas and focus our income strategy on resilience, flexibility, and selective risk.
Group CIO Dan Ivascyn explores how a globally diversified, relative value approach can help identify resilient opportunities amid AI-related disruption.
What a stronger political mandate means — and doesn’t mean — for growth, inflation and financial markets
We believe today’s mix of attractive starting yields, global economic divergence, and shifting markets create a compelling environment for active fixed income.
Portfolio Manager Rachael Boyte discusses the latest RBA rate hike and what it means for bond investors.
Surprise, rather than stability, may be the defining feature of 2026 as policy volatility reshapes markets and investment opportunities.
Kevin Warsh, a respected and experienced policymaker and investor, has been nominated as the next U.S. Federal Reserve chair.
Moderating growth and increasingly divergent policy responses define Asia Pacific in 2026, underscoring the need for disciplined, relative value investing across markets.
Marc Seidner, CIO non-traditional strategies, explains why it isn’t “too late” for bonds.
Policy support is helping narrow mortgage spreads, and valuations remain historically attractive. Portfolio manager Dan Hyman discusses the opportunity across agency mortgage backed securities (MBS), which offer high quality, liquid exposure with defensive traits and compelling income potential.
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