Our Fixed Income Insights highlight key trends shaping the bond markets and their impact on institutional investors. We examine developments across corporate, municipal, structured, and private credit sectors, along with the macroeconomic and policy forces influencing yields, spreads, and valuations. Through disciplined research and deep sector expertise, we help insurers navigate shifting interest rate environments, manage risk, and uncover opportunities to strengthen portfolio performance.
Principal, Head of Fixed Income and Director of Corporate Credit
Principal and Chief Investment Officer
April 6, 2026
March 3, 2026
February 9, 2026
February 4, 2026
January 29, 2026
January 13, 2026
January 12, 2026
January 7, 2026
Middle East Ceasefire: What Has Changed for Energy Fundamentals and What Hasn’t
April 8, 2026