As investors grapple with the potential for elevated volatility, we offer six themes we think will drive fixed income markets in the first half of the year.
The long-term effects of federal policies have important implications for the securitized investment landscape. One lens to evaluate these risks? ESG analysis.
Artificial intelligence is now a driving force behind market cycles, reshaping fixed income as tech giants seek financing for their historic capex boom. Here’s how it’s changing portfolios, risks, and opportunities.