Section
Corporate Debt
152 posts
The Price of Capital Has Changed. Bond Markets Are Saying So.
The repricing now underway in global fixed income is not noise. It is a signal — one that…
The Intelligence Age Has a Financing Problem
Coatue Management opens its October 2026 Publics Update1 with a warning about the market itself, not with a…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The AI Boom Has More Than One Ending
In a September 2026 whitepaper1, Meketa Investment Group researchers Alison Adams and Frank Benham argue that the AI…
When the Bond King Says Get Out
Bill Gross, co-founder of Pimco and one of the most consequential fixed income investors in history, arrives at…
When History Rhymes, the Starting Yield Changes Everything
The recent climb in bond yields has unsettled fixed income markets and rekindled anxieties about 2022, a year…
Collateralized Loan Obligations: A Structured Credit Class Advisors Can No Longer Afford to Ignore
A new whitepaper from Meketa Investment Group cuts through the structural complexity surrounding collateralized loan obligations, making a…
Tech's Debt Reckoning
The AI spending boom is quietly rewriting the rules of risk in the world's most closely watched sector
Rethinking Fixed Income for Today's Post-QE Market
White Paper on Structural Change in Government and Corporate Bond Markets
Fixed Income Finds Its Footing — But Discipline Defines the Winners
Schroders' US Multi-Sector Fixed Income Team sees income as the story, selectivity as the edge, and patience as the strategy
What is Alternative Fixed Income, and Why Does It Matter Now?
by Sandy Liang, Head of Fixed Income, Lead Portfolio Manager, Purpose Investments For decades, the fixed income playbook…
AGF's David Stonehouse: A Narrower Path Forward for Markets
As markets head toward 2026 with momentum but less margin for error, David Stonehouse offers a clear-eyed roadmap for navigating tariffs, policy pivots, and a maturing bull market.
AI capex wave tests bond market depth
by Adam Smears, Managing Director, Investment Research - Fixed Income, Russell Investments Key takeaways AI-related capital expenditures are…
Slowing Jobs Growth, Shifting Trade Winds, and a New Phase for Policy
As 2025 comes to a close, the U.S. economy looks less like it’s faltering and more like it’s…
Bond market outlook: Resilience and rate cuts
by Matthew Brill, Head of North America Investment Grade Credit, & Craig Altholz, Client Portfolio Manager, Invesco Key…
A Smarter Way to Earn High-Quality Income: Why BMO GAM Thinks ZAAA Could Be a Portfolio Game-Changer
CLOs—Collateralized Loan Obligations—have been a go-to strategy in the institutional fixed income world for years. But if you're…