Insights

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

Rising Treasury yields pressured equity valuations, while market breadth weakened and returns remained concentrated among the largest stocks.

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.

Artificial intelligence is reshaping capital investment, corporate balance sheets, energy and water demand, labor, and supply chains, while raising questions around governance, privacy, human rights, and the distribution of economic benefits.

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

August market activity reflected resilient economic growth, inflation that remained above the Federal Reserve's target, and heightened expectations for tighter monetary policy.