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
June 29, 2023
May 17, 2021
The Ghosts Haunting Us in Plain Sight
October 10, 2023