View From the Investment Committee

Starting Valuations Fuel 2025 Bond Performance, 2026 Potential

2025-11-12

Daniel J. Ivascyn, Kimberley Stafford

Group CIO Dan Ivascyn shares how active management and global diversification continue driving strong bond returns amid credit risks and stretched equity valuations.

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Starting Valuations Fuel 2025 Bond Performance, 2026 Potential

Economic and Market Commentary

Asset-Based Finance: A New Era in Credit Investing

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Macro Signposts

Cracks Emerge Beneath Market Resilience, Challenging Areas of the U.S. Economy

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Cyclical Outlook

Fixed Income: Strong Starting Point, Stronger Potential

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