Key Themes
2026 Midyear Key Themes
Our Insights team reflects on the year so far, highlighting key themes and growth opportunities for investors to consider through the rest of 2026.
Asset Class Insights - Fixed Income
Five Reasons to Consider Global Credit
The time might be right for broader use of global credit in fixed income portfolios.
Latest Insights
Strategist's Corner
Why US Rates Are Rising
7 October 2026
Is the Fed alone driving rates up, or are there deeper factors at play? Examine how the changing capital cycle is impacting today’s economy.
Strategist's Corner
Who Owns the Technology Harness?
5 October 2026
An AI model is like a car engine — without the chassis, brakes, transmission, and seatbelts, it likely won’t get you where you need to go.
Week in Review
Soft Payrolls and Dovish Fed Comments Pause Bond Rout
2 October 2026
A review of the week’s top global economic and capital markets news.