A calm macro start to the year, strong technical demand, and reduced policy uncertainty helped support fixed income markets in January. Where are the best opportunities as we head further into 2026? Watch our video to find out more.
Jim has a conversation with Jeff Day, Co-President of the Morgan Stanley Private Credit business, with 27 of experience in direct lending. In the audio they discuss:
Innovative fund structures in private markets have opened the once closed door to alternatives investing to the intermediary and wealth management channels.
Every major innovation has its cheerleaders insisting that “this time is different.” In the case of artificial intelligence (AI), that could well be true as its development represents a break from past technological cycles.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Overview of the trends and developments in the Agency MBS and Housing Markets.
Targeted Strategies Required for Evolving Demand and Rising Geopolitical Risk
