3Q Fixed Income Perspectives

See how our fixed income experts are positioning across sectors as they focus on income, resilience, and active security selection in today’s markets.

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Quick takes on capital markets
Today’s complex markets require actionable insights that help identify opportunities now, while positioning for what’s next. In Quick takes on capital markets, we deliver short, timely takes on top-of-mind topics for investors.
Equities
Why banks could be the next AI beneficiaries
Banks may be an overlooked beneficiary of AI spending and a broadening market leadership backdrop.

Actionable insights

Quick takes on capital markets
Today’s complex markets require actionable insights that help identify opportunities now, while positioning for what’s next. In Quick takes on capital markets, we deliver short, timely takes on top-of-mind topics for investors.
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Access timely insights that uncover opportunities, identify risks, and provide unique perspectives. Our teams of specialized experts offer a clear point of view—allowing you to make decisions with confidence.

The global layers of the AI investment cycle
AI's global buildout extends beyond U.S. hyperscalers into chips, power, and resources.
August 14, 2026
The $106 trillion infrastructure funding gap
Aging assets, growing demand, and funding gaps are driving infrastructure debt growth.
August 13, 2026
July CPI report: Another benign report, but risks persist
Another benign CPI report, though geopolitical and energy risks could challenge disinflation.
August 13, 2026