The back half of 2026 may hinge on six themes: AI spending, uneven growth, labor supply, sticky inflation, uneasy central banks, and volatile bond markets.
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.