Insights

AI’s economic impact is taking shape through spending on data centers, computing equipment and power infrastructure. The longer-term effects on productivity and employment remain uncertain.

Large issuers that are sectored in technology, retailers, satellite, and media are issuing hundreds of billions of dollars in bonds to finance their AI investments.

The combination of credit analysis and dividend policy assessment offers investors a differentiated approach to Dividend Quality investing.

Structural climate change can reshape the economics of an industry.

Current bond market conditions offer investors a chance to reassess the strategic role of investment grade fixed income in their portfolios.

Global sustainable debt issuance remains resilient in 2026 despite policy uncertainty and softer corporate supply.

Liquidity events are creating new portfolio challenges, making tax-aware reinvestment and thoughtful portfolio construction more important than ever.

Entering the second half of 2026, municipal market credit is stable with some signs of sector weakness.