Janus Henderson
Could 5% Treasury yields create demand rather than destroy it?
5% Treasury Yields Could Attract Rather Than Crowd Out Demand
Janus Henderson portfolio manager James Briggs examines whether higher US Treasury yields and heavy corporate issuance are creating a crowding-out problem in fixed income.
Treasur...
2026-09-23
2026-09-23
State Street Investment Management
AI is becoming a credit-cycle story, not just a technology story
AI Is Becoming a Credit Cycle, Not Just a Technology Theme
State Street Investment Management’s Global Credit Research team examines how AI’s infrastructure buildout is reshaping financing, credit supply and issuer fundamentals across...
2026-09-22
Amundi Asset Managers
The Fed raises policy rates
Fed Hike Signals a More Restrictive Global Rate Environment
Amundi Investment Institute, led by Monica Defend, reviews the Federal Reserve’s September rate hike alongside shifting monetary policy in Japan and the UK.
The Fed raised rat...
2026-09-22
Invesco
Invesco Solutions and Custom Strategies - Tactical asset allocation
Resilient Growth Supports a Defensive Equity Tilt
Invesco Solutions and Custom Strategies assesses a global economy still growing above trend, but with slowing risk appetite and elevated geopolitical, inflation and policy uncertainty.
AI-dri...
2026-09-21
Capital Group
Fed rate hike: 3 views on what's next
Fed Rate Hike Marks a Return Toward More Normal Monetary Policy
Capital Group’s Hilda Applbaum, Pramod Atluri and Darrell Spence assess the implications of the Federal Reserve’s first rate hike since 2023 for the U.S. economy, equities...
2026-09-21
AllianceBernstein
Why Higher US Bond Yields Will Likely Stick Around
Higher US Bond Yields May Prove More Persistent Than Expected
AllianceBernstein’s Eric Winograd examines the forces keeping US Treasury yields elevated despite the Federal Reserve’s latest rate hike.
Stronger growth expectations,...
2026-09-16
Schroders
Where do active ETFs fit in portfolios? Four roles investors value most
Active ETFs Gain Ground as Flexible Portfolio Building Blocks
Schroders’ Tom Stephens examines how investors are using active ETFs to address specific portfolio needs rather than treating them as a separate asset class.
49% of surveyed...
2026-09-16
Nuveen
Opportunity grows for senior loans and CLOs
Senior Loans and CLOs Gain Appeal as Inflation Stays Elevated
Nuveen CIO Saira Malik examines how renewed energy-driven inflation and higher-for-longer rates are shaping opportunities across floating-rate credit.
Oil above $100 and rising di...
2026-09-15
Morgan Stanley
Cyber Risk in U.S. Water Systems: A Municipal Credit Perspective
Cybersecurity Emerges as a Key Municipal Credit Risk
Morgan Stanley’s Municipals Team examines how recent cyberattacks on U.S. water systems are increasing operational and credit risks for essential-service providers.
Smaller utilities...
2026-09-15
WisdomTree
Equity Outlook: Broadening the base
Broadening Equity Exposure as AI Leadership Concentrates
WisdomTree’s Aneeka Gupta argues that equity opportunities are widening beyond crowded AI leaders as earnings momentum improves across regions and sectors.
AI remains a powerful...
