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.
Macro views
Supply-chain fragilities are emerging in tech
Middle East tensions expose hidden semiconductor supply risks, challenging tech resilience.

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
The Federal Reserve: a question of credibility
The Fed may stay on hold, but rising long-end yields could eventually force its hand.
July 31, 2026
Cutting through the noise: Why lower and core middle market direct lending still delivers value in clients’ portfolios
Why lower and core middle market direct lending may outperform despite private credit noise.
July 31, 2026
July FOMC meeting: A cautious hold with credibility implications
A divided FOMC and unclear messaging leave investors reassessing the policy outlook.
July 30, 2026