2Q Fixed Income Perspectives

See where our fixed income experts are finding opportunities amid war-driven volatility, inflation, and policy decisions. 

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.
Take advantage of our expertise

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.

Private markets offer financing solutions during periods of geopolitical transition
Private markets have long financed infrastructure, but their role may be becoming more important as geopolitical transition reshapes global priorities.
June 8, 2026
May jobs report: A robust picture for hiring demand
May jobs surge signals resilient hiring, broad gains, and a Fed outlook shifting toward tightening.
June 5, 2026
Rethinking diversification in a tightly linked global market
AI-driven concentration reshapes diversification as regions tied to U.S. tech narrow investor option
June 5, 2026