In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
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Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
John Kerschner discusses how macroeconomic themes are impacting securitized markets and where he sees opportunities in his 2026 outlook.
An economy with balanced economic risks merits an equally balanced approach to bond allocations until greater clarity emerges on the labor market and inflation.
While the subprime consumer is becoming strained and delinquencies in that segment are on the rise, ABS exposed to the prime consumer remain on solid footing.
The third quarter highlighted various secular trends that could potentially set the stage for long-term earnings growth.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
REITs present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
The Fed answered the question of whether it’s time to resume rate cuts but invited new questions concerning inflation and its future policy path.