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
The Federal Reserve: a question of credibility
The Fed may stay on hold, but rising long-end yields could eventually force its hand.

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.

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
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