Macro and Markets
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Accrued Interest
Will Headlines Hit Your Bottom Line? Risk and Reality in Today's Credit Market
Macro Signposts
More to Know
In a world of high starting yields and rupturing economic alliances, investors who actively diversify across regions, sectors, and currencies can be better positioned to pursue durable returns.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
A global economic outlook for fractured alliances, fiscal strain, and massive-scale AI investment could drive divergent possibilities – and reward diversified, high quality fixed income and credit strategies.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Deeper capital markets are essential to the continent’s growth
As capital floods the AI buildout, a patient approach focused on deal structure, collateral, and the alignment of assets and liabilities can help investors identify worthwhile opportunities
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Today’s AI financing wave looks more disciplined than past infrastructure investment booms, yet it still demands selectivity.
A new leader of the Federal Reserve brings valuable experience, perspective, and ideas about how the Fed should evolve.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Our new Sustainable Investing Report explores how active fixed income helps drive real-economy outcomes through research, engagement and stewardship.
Increasing the frequency of marks does little to improve transparency or accuracy in private credit when prices are not anchored to observable, market-based transactions.
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CMR2025-1112-4973737