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.
Headline-Driven Uncertainty: How Geopolitics, Tariffs, and Affordability are Restraining U.S. Growth
January 13, 2026