As investors prepare for the effects of higher-for-longer rates and a new administration in 2025, we offer five themes we think will drive fixed income markets in the first half of the year.

Strong economic growth coupled with inflation risks from potential policy shifts have paved the way for a prolonged period of higher interest rates. That could be a good thing for fixed income investors.

Our long-term return expectations serve as key inputs into strategic asset allocation for multi-asset portfolios and provide context for shorter-term forecasting.

In a resilient growth environment with inflation trending downward, any short-term volatility from the market’s reaction to monthly data is likely an opportunity to buy.

As we head into the final stretch of hotly contested races up and down the ballot, our experts convene for civilized discourse on what matters to markets...

With tight spreads and a steepening yield curve, we see the most value in lower-beta spread products and high-quality securitized assets.

As oversaturated mega caps start to lag, it may be time to think small.

The race for superintelligence has triggered a spending boom on graphics chips, data centers, power supply and talent. Our panel discusses what it means for investors.

Our panel of property pros and macro mavens discuss who’s hurting, who’s investing, and where to put money to work now.

We believe the normalizing default cycle is manageable, and investors may benefit from focusing on shorter duration high yield bonds.