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.

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.
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.
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.

Quick takes
Why banks could be the next AI beneficiaries
Banks may be an overlooked beneficiary of AI spending and a broadening market leadership backdrop.
August 7, 2026
What a 5% 10-year Treasury means for commercial real estate
As Treasury yields near 5%, higher hurdle rates put NOI growth and selectivity in focus.
August 6, 2026
Four for fixed income: The themes driving bond markets
Bond investors can find opportunity in income, selectivity, and global divergence despite Fed uncertainty and tight spreads.
August 4, 2026