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, Head of Fixed Income and Director of Corporate Credit
Principal and Chief Investment Officer
January 8, 2025
December 16, 2024
December 3, 2024
November 18, 2024
November 4, 2024
Banking on Change: How a Second Trump Administration Could Impact the Banking Industry
December 16, 2024