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
November 4, 2024
October 2, 2024
August 5, 2024
August 1, 2024
May 1, 2024
April 25, 2024
Implications of the 2024 Election
October 29, 2024