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Value Returns to Fixed Income Markets(video)

Group CIO Dan Ivascyn discusses how the volatility of the past two years has set the stage for bonds to offer greater downside cushion and improved return potential ahead.

Mind the Supply: The Counterintuitive Impact of Higher Rates on U.S. Housing

The dearth of homes for sale has underpinned the housing market’s surprising resilience and may further lift home prices despite reduced affordability.

Opportunities in Private Credit: Stepping In as Banks Step Out

As banks pull back from many types of lending, demand for capital is outpacing supply, providing the best potential opportunities in private credit since the GFC.

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Value Returns to Fixed Income Markets(video)

Value Returns to Fixed Income Markets

Mind the Supply: The Counterintuitive Impact of Higher Rates on U.S. Housing

Mind the Supply: The Counterintuitive Impact of Higher Rates on U.S. Housing

Opportunities in Private Credit: Stepping In as Banks Step Out

Opportunities in Private Credit: Stepping In as Banks Step Out