Investment analysis for yield and duration-focused investors
As the Year of the Horse trots into view, concerns over global trade policies, the direction of interest rates, and growth continue to shape global financial markets. This article delves into wheth...
Solid – but not overheated – growth could create fertile ground for carry-focused fixed income strategies in 2026.
Crestline Investors, Inc.
Four reasons to be bullish on MBS in 2026.
The choice of use cases in AI has a significant impact on achieving on project outcomes. The latest results of the 451 Research Voice of the Enterprise AI use cases study are out and Alex Johnston...
One of the many unusual developments in financial markets last year was the decoupling between German Bunds and other safe haven G7 government bonds, most notably US Treasuries. Since the inception...
If 2025 was defined by Resilience, Rates and Resources, we expect 2026 to be shaped by the three E’s: Earnings growth for the first time in 3 years driven by the resources sector, Expansion hopes t...
Geopolitical risks have risen, but bond spreads, economic and inflation data, and the US dollar haven’t signaled any major stock market issues.
The U.S. Terrorism Insurance Index indicates that prices dropped by 10% in Q4 2025.
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