Our Fixed Income Insights highlight key trends shaping the bond markets and their impact on institutional investors. We examine developments across corporate, municipal, structured, and private credit sectors, along with the macroeconomic and policy forces influencing yields, spreads, and valuations. Through disciplined research and deep sector expertise, we help insurers navigate shifting interest rate environments, manage risk, and uncover opportunities to strengthen portfolio performance.
Principal and Head of Fixed Income
Principal and Chief Investment Officer
November 4, 2026
October 21, 2026
October 7, 2026
September 21, 2026
September 3, 2026
August 4, 2026
July 31, 2026
Corporate Fundamentals 3Q26; Exceptionally Unique Forces Driving Fundamental Strength & Concern
October 19, 2026