Geopolitical tensions are rising as markets expected disinflation and easing. Fixed income investors watch energy, inflation expectations, and risk pricing.

Highlights from the week of February 20 – February 26, 2026.

As markets react to this weekend's escalation in the Middle East, our CIO Eric Stein offers a grounded perspective on what's driving the volatility.

If inflation isn’t fully broken and growth isn’t overheating, how much risk should fixed income investors take— and where?

Amid a backdrop of positive technicals and emerging late-cycle behavior, high starting yields should anchor returns once again in 2026.

With spreads tight and issuance set to rise, elevated all-in yields remain the key force anchoring investment grade credit returns in 2026.

Interval funds provide a way to invest in less-liquid assets while still offering periodic redemptions. This structure blends the potential for higher returns with flexibility, giving investors greater control over their portfolios. Here’s what you need to know.

Against a backdrop of positive technicals and emerging late-cycle behavior, high starting yields should anchor returns once again in 2026.

The historical underperformance of passive Agg-based bond funds isn’t a coincidence. The index’s very design puts investors at a disadvantage.

The U.S. economy is entering a rolling recovery, with housing and lower-income consumers emerging as the first sectors to benefit.