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Morgan Stanley Investment Management | 10/05/26
Equity Market Commentary - August 2026
In his most recent TAKE, Andrew Slimmon discusses the hazards of only focusing on the macro and overlooking the micro, what is happening at the companies that comprise the equity market. Are there opportunities investors are missing?
Morgan Stanley Investment Management | 10/05/26
Why the Real Estate Matters in Net Lease Investing
Northleaf | 10/05/26
Private Credit: Risks, Opportunities and the Evolution of Capital
First Eagle Investments | 10/05/26
Quarterly Views from First Eagle Global Value Team: 3Q26
Northleaf | 10/05/26
Private Credit: Risks, Opportunities and the Evolution of Capital
David Ross, Managing Director and Head of Private Credit at Northleaf, discusses private credit risks and opportunities, AI exposure, portfolio positioning and the evolving relationship between insurers and private credit managers.
First Eagle Investments | 10/05/26
Quarterly Views from First Eagle Global Value Team: 3Q26
DoubleLine Capital LP | 10/02/26
Gundlach: Rates, Risk and the Road Ahead
AGL Credit | 10/01/26
The BSL and Private Credit Convergence Zone, An Evolving Landscape
Private Credit
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InsuranceAUM
Private Credit and U.S. Insurers
Public Credit
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Manulife Investment Management
India Bonds: From Specialist Exposure to Strategic Allocation
Pioneer Investments
Agency Mortgage-Backed Securities (MBS) Market - August
DoubleLine Capital LP
Jeffrey Sherman: Bessent Testing the Plumbing | Bloomberg TV
Real Estate
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Morgan Stanley Investment Management
Real Estate 2026 Midyear Outlook
Real Assets
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Shelter Growth Capital Partners
Commercial Real Estate Mortgage Market Commentary 1H2026
Economy
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Federated Hermes
Still Up and To the Right
DoubleLine Capital LP
Ken Shinoda: Are You Long Tech Twice? | Bloomberg TV
DoubleLine Capital LP
Jeffrey Gundlach: Fed Needed ‘Stun and Done’ Hike of 50 bps
Private Equity
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StepStone
The Next Test for Growth Equity
Hamilton Lane
What Sets Strong Private Market Opportunities Apart
Regulation and Accounting
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General Atlantic
NAIC Summer 2026 National Meeting Highlights
Alternatives
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First Eagle Investments
Can Asset-Based Lending Provide Spreads with Benefits?
Principal Asset Management
Relationship Capital as a Competitive Edge in Private Credit Markets
Morgan Stanley Investment Management
Real Estate Midyear Outlook: Constructive Amid Fluid Backdrop
Data and Technology
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Morgan Stanley Investment Management
Beyond Wires: How Investors Can Turn the Great Grid Upgrade into the Next Multi-Decade Investment Opportunity
DoubleLine Capital LP
Channel 11: Judgement Day
Macro Strategy
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Fidelity Investments
Mid Caps: Overlooked and Underloved
First Eagle Investments
September Views from First Eagle Global Value Team
Risk Management
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Principal Asset Management
Building Resilient Insurance Portfolios: Insights from the Principal General Account
First Eagle Investments
Building the Municipal Credit Team
DoubleLine Capital LP
Gundlach Unlocked: The Fed’s Next Move
Multi-Asset
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MetLife Investment Management
Relative Value & Tactical Asset Allocation
MetLife Investment Management
Healthy Labor Market in the Face of AI
Aberdeen Investments
The Investment Outlook: August 2026
What's New
What's Trending
Shelter Growth Capital Partners
Commercial Real Estate Mortgage Market Commentary 1H2026
InsuranceAUM
Private Credit and U.S. Insurers
General Atlantic
Growth Equity in Insurance Portfolios
Principal Asset Management
Private Credit Beyond the Headlines: What Insurance Investors Need to Know
Ares Management
In the Gaps: Ares Alternative Credit Newsletter
Principal Asset Management
