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.

Treasury yields declined in October, as investors reassessed equity valuations and the Federal Reserve paused its tightening cycle.

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.

Rising yields and falling bond prices expanded tax-loss harvesting opportunities in Q3.

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

Treasury yields rose sharply in September, as stronger economic data and higher oil prices supported expectations for continued growth.

Our Q4 2026 Corporate Bond Market Outlook examines what comes next as higher yields and stable to improving credit fundamentals meet tight spreads and elevated issuance.

Structural climate change can reshape the economics of an industry.