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
April 2, 2025
March 4, 2025
January 8, 2025
December 16, 2024
December 16, 2024
December 3, 2024
November 18, 2024
President Trump’s New Tariffs and Their Global Impact
February 3, 2025