Insights

IG corporates faced a volatile start to 2026, with spreads widening after historically tight levels.

As economic conditions shift and monetary policies change, we are generally seeing more divergence amongst issuers and opportunities to add value through credit selection.

Evolving secular trends combined with maturing business cycle dynamics and elevated valuation multiples would suggest investors take a more defensive stance in their equity portfolios.

In February, Treasury yields fell across the curve, and the 10-year yield declined 30 basis points, as buyers turned to Treasuries amidst potential signs of the disinflationary power of AI, rising geopolitical tensions and worries about private credit.

The voluntary insurance market and state and local governments seek to adapt and increase resiliency in the face of a changing climate.

U.S. electricity consumption is forecasted to grow up to 25 percent by 2030, with over half of growth from data centers.

AI-driven data center growth is increasing water demand, especially in water-stressed regions, with electricity generation driving most water use.

Economic growth remained robust in the fourth quarter, fueled by strong spending from high-income households and productivity gains linked to artificial intelligence-related investments.