3Q Fixed Income Perspectives

See how our fixed income experts are positioning across sectors as they focus on income, resilience, and active security selection in today’s markets.

Actionable insights

Quick takes on capital markets
Today’s complex markets require actionable insights that help identify opportunities now, while positioning for what’s next. In Quick takes on capital markets, we deliver short, timely takes on top-of-mind topics for investors.
Macro views
Supply-chain fragilities are emerging in tech
Middle East tensions expose hidden semiconductor supply risks, challenging tech resilience.

Actionable insights

Quick takes on capital markets
Today’s complex markets require actionable insights that help identify opportunities now, while positioning for what’s next. In Quick takes on capital markets, we deliver short, timely takes on top-of-mind topics for investors.
Take advantage of our expertise

Access timely insights that uncover opportunities, identify risks, and provide unique perspectives. Our teams of specialized experts offer a clear point of view—allowing you to make decisions with confidence.

Cutting through the noise: Why lower and core middle market direct lending still delivers value in clients’ portfolios
Why lower and core middle market direct lending may outperform despite private credit noise.
August 3, 2026
July FOMC meeting: A cautious hold with credibility implications
A divided FOMC and unclear messaging leave investors reassessing the policy outlook.
July 30, 2026
Implied alpha
PDF
This third paper examines how securities are assembled into a coherent portfolio; one prioritizing positions based on conviction.
July 16, 2026