Surging supply from AI-driven tech giants is reshaping investment grade credit. Explore what this means for spreads, sector shifts, and investor strategies in 2026.
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Modest economic growth should support high yield bonds but rich valuations demand selectivity.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
John Lloyd shares why he believes multi-sector fixed income is poised for continued strong performance in his 2026 investment outlook.
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Are tight spreads justified and what tools can potentially help enhance returns?
A discussion on why active management is critical to navigating complexity in today’s fixed income markets.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.
Why bond investors need a new playbook to maximize a fixed income allocation’s potential.
What Moody’s U.S. credit rating downgrade could mean for the Treasury market, the Fed, and fixed income investors.
Corporate bond valuations are rich but arguably justified by strong credit fundamentals.