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 companies look to bond markets to fund AI investment, the credit impact is showing up in more selective ways, creating opportunities for active investors.
Jim Lydotes flips the timer on 1) packaging companies’ pricing power, 2) consolidation in utilities, 3) Voya’s Grassroots Research on college recruitment in the AI era.
Academics want to understand things. They value logic, clarity and getting to the right answer. Confidence alone won’t build trust with this group. They want to see the thinking behind your recommendation.