The current market backdrop presents opportunities to benefit from lower rates, durable earnings streams and high quality “all-in” yields.

Highlights from the week of November 1 – November 7, 2024.

In a resilient growth environment with inflation trending downward, any short-term volatility from the market’s reaction to monthly data is likely an opportunity to buy.

The countdown has begun! The next time you read these talking points (hopefully that is not being overly presumptuous), we will have – at least in theory – a new president and freshly established majorities in Congress.

As we head into the final stretch of hotly contested races up and down the ballot, our experts convene for civilized discourse on what matters to markets...

With tight spreads and a steepening yield curve, we see the most value in lower-beta spread products and high-quality securitized assets.

High yield bonds and loans both offer attractive opportunities for credit pickers given high income, supportive fundamentals and strong investor appetite.

​​​The current market backdrop presents opportunities to benefit from corporate cash flows, valuation discounts and high quality “all-in” yields.​​

As oversaturated mega caps start to lag, it may be time to think small.

The race for superintelligence has triggered a spending boom on graphics chips, data centers, power supply and talent. Our panel discusses what it means for investors.