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We offer forums, educational programs, and targeted thought leadership for clients seeking to grow their knowledge of equity and fixed income markets, derivatives, asset allocation strategies, and risk-management practices.
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
Loans from Federal Home Loan Banks: An opportunity for US insurers to enhance investment yield and total return
Learn why we believe FHLB loans provide compelling potential for insurers to add alpha or increase yield by borrowing at low rates and benefitting from possible favorable treatment by ratings agencies.
Rapid fire questions with Steven Angeli on quality growth equities
Equity Portfolio Manager Steven Angeli shares his views on market concentration, the opportunities in quality growth equities, and the most attractive opportunities both within and beyond AI.
Warsh’s first FOMC: We have a task force for that
Our experts highlight new task forces, examine evolving inflation and labor dynamics, and contend that the Fed soon may need to choose between growth support and price stability.
The growing capital intensity of the US corporate bond market
Members of our fixed income team explain how AI-driven capital expenditures are reshaping the US corporate bond market and creating potentially attractive opportunities, though selectivity is critical.
An insurer’s guide to the public/private credit convergence
Our experts explain why insurers are increasingly focusing on integrated public and private investment-grade credit strategies and highlight potential benefits and practical considerations.
Focus on flexibility, selectivity, and income
Explore key asset allocation insights for insurers, including views on fixed income, equities, and other asset classes, as well as the latest regulatory updates.
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Monthly Market Review — May 2026
A monthly update on equity, fixed income, currency, and commodity markets.
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