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Showing 10 of 64 Insights Posts
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The impact of LMEs on high-yield, leveraged-loan, and CLO markets

Emily Shanks, Jeff Heuer, and Alyssa Irving explore the impact of liability management exercises on high-yield, leveraged-loan, and CLO markets.

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event March 2025
7 min
Article
2026-04-01
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Shrinking the government footprint: Medicaid cuts and America’s economic health

Macro Strategist Juhi Dhawan looks at what changes to the mammoth US Medicaid program could mean for economic growth, employment, inflation, and financial markets.

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event March 2025
8 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: Positioning portfolios for what’s next in private credit

In our latest Insurance Quick Takes video, Tim Antonelli, head of Insurance Multi-Asset Strategy and portfolio manager, discusses the 2025 outlook for private credit and its implications for insurers.

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event March 2025
8 min
Video
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Shrinking the government footprint: Deregulation and the US economy

Macro Strategist Juhi Dhawan shares her view on the economic effects of the Trump administration’s efforts to slash red tape, including the impact on growth and inflation, as well as some of the potential drawbacks of this approach.

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event March 2025
5 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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US debt dynamics: Is there a path to sustainability?

How worried should investors be about US debt sustainability? Macro Strategist Michael Medeiros discusses the implications of soaring US federal budget deficits and the likely bond market response.

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event February 2025
5 min
Article
2026-02-28
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Time for credit selection to shine

Fixed income investors continue to seek answers to an era of volatile rates. Large, static exposures to credit markets no longer cut it. Instead, a nimble and dynamic approach is more likely to create resilient and consistent total return outcomes.

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event February 2025
5 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Setting the stage for small caps in 2025

Our small-cap equity experts discuss valuation, market cycles, economic conditions, and sector diversification, profiling the potential of small-cap equities in 2025.

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event February 2025
4 min
Article
2026-02-28
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Wiring the future: Emerging tech for the transmission-grid build-out

Learn how our climate technology investment team is researching private market opportunities in high-capacity conductors and other energy grid-tech innovations.

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event February 2025
7 min
Article
2026-02-28
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1271246974
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: The latest from the NAIC on CLO and bond fund capital charges

In our latest Insurance Quick Takes video, Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, offers a timely update on two important investment-related projects discussed in a special NAIC meeting.

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event February 2025
6 min
Video
2026-02-27
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Deeply seeking the impact of AI spending on bond yields

Brij Khurana explores the surprising way in which AI spending may impact Treasury yields and complicate the Fed's rate-policy decisions.

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event February 2025
6 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.