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.

Questions surrounding a potential AI bubble remain front and center as companies continue to commit unprecedented levels of capital expenditures. Oracle is a prime example. Its 5-year credit default swap (CDS) has risen roughly 310% since the end of June, pushing perceived credit risk to a 16-year high. Rising leverage has begun to pressure the company’s credit profile, increasing the risk of a downgrade into high-yield territory.

Our new survey findings reveal critical insights about how TDFs help influence retirement readiness.

The long-term effects of federal policies have important implications for the securitized investment landscape. One lens to evaluate these risks? ESG analysis.

Stock market results were mixed this week. The Federal Reserve cut interest rates but indicated a more conservative cutting path in 2026.

​​Recent liquidity events related to portfolio companies in which PIF invests through its private equity holdings​.

Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation for multi-asset portfolios...

When selecting a fund to anchor your clients’ portfolios, consider its journey just as carefully as its destination.

Credit spreads have come off recent tights, but the uncertain macro backdrop continues to favor a selective, patient approach to adding risk.

Total return strategies are designed to provide income today while aiming to build wealth for tomorrow. See how they stack up against dividend-focused approaches.