The following views and perspectives are formed by the work of the Applied Equity Team in managing assets for investors.
The municipal bond market has a lot going for it in 2026, with after-tax yields that look especially compelling compared with other fixed-income sectors. Craig R. Brandon, Co-Head of Municipals, explains.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
November appeared uneventful on the surface, but beneath the calm, global government bond markets were quietly recalibrating. Across the G7, yields moved sideways as investors absorbed familiar late-cycle signals, incremental data, and routine political noise.
In The BEAT 2026 Outlook we highlighted key themes that we see across the global investment landscape.
Private markets in India have become increasingly well-established, offering investors diverse opportunities to engage with the country's impressive growth trajectory.
Global fixed income markets are entering a more uncertain phase following the Fed’s second consecutive rate cut and delayed U.S. data releases.
