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
January 7, 2026
January 5, 2026
December 18, 2025
December 2, 2025
November 4, 2025
October 20, 2025
October 9, 2025
October 2, 2025
You Can Check Out Any Time You Like… But Can the GSEs Ever Leave?
January 12, 2026