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Federated Hermes | 10/13/26
With a Flatter Curve, Less Duration Can Be More
Federated Hermes examines the flattening Treasury yield curve and why shorter-duration bonds may offer attractive income with less exposure to interest-rate volatility. The piece also considers portfolio implications under soft-landing and persistent-inflation scenarios.
Federated Hermes | 10/13/26
The Costs of Building AI
Brookfield | 10/13/26
Deal Debrief: OpenAI Deployment Company
Voya Investment Management | 10/13/26
Fixed Income Perspectives: Themes for the Second Half of 2026
Brookfield | 10/13/26
Deal Debrief: OpenAI Deployment Company
Brookfield discusses its investment in the OpenAI Deployment Company and the infrastructure needed to accelerate AI deployment across enterprises.
DoubleLine Capital LP | 10/12/26
Bondmageddon: Don’t Fight the Curve
T. Rowe Price | 10/12/26
An Analyst’s View on the Health of the Private Credit Market
StepStone | 10/08/26
Bull Market for Real Estate Secondaries
Private Credit
View AllVictory Park Capital
Finding Alpha in Asset-Backed Investment Grade Credit
Public Credit
View AllNew England Asset Management
Trade Winds: October 2026
DoubleLine Capital LP
Gundlach: Rates, Risk and the Road Ahead
Real Estate
View AllMorgan Stanley Investment Management
Real Estate 2026 Midyear Outlook
Real Assets
View AllMorgan Stanley Investment Management
Structural Drivers Propel U.S. Industrial’s Next Growth Wave
Morgan Stanley Investment Management
Why the Real Estate Matters in Net Lease Investing
Economy
View AllFirst Eagle Investments
Quarterly Views from First Eagle Global Value Team: 3Q26
Manulife Investment Management
India Bonds: From Specialist Exposure to Strategic Allocation
DoubleLine Capital LP
Jeffrey Sherman: Bessent Testing the Plumbing | Bloomberg TV
Private Equity
View AllMorgan Stanley Investment Management
Public to Private Equity in the United States: A Long-Term Look
Regulation and Accounting
View AllInsuranceAUM
Private Credit and U.S. Insurers
Alternatives
View AllShelter Growth Capital Partners
Commercial Real Estate Mortgage Market Commentary 1H2026
StepStone
The Next Test for Growth Equity
Data and Technology
View AllMorgan Stanley Investment Management
Equity Market Commentary - August 2026
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
View AllFidelity Investments
Mid Caps: Overlooked and Underloved
Pioneer Investments
Agency Mortgage-Backed Securities (MBS) Market - August
Risk Management
View AllDoubleLine Capital LP
Diversifying U.S. Equity Exposure in a Concentrated Market
T. Rowe Price
The Investor’s Lie Detector with Susan Carnicero
Multi-Asset
View AllMetLife Investment Management
Relative Value & Tactical Asset Allocation
MetLife Investment Management
Healthy Labor Market in the Face of AI
Principal Asset Management
Building Resilient Insurance Portfolios: Insights from the Principal General Account
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InsuranceAUM
Private Credit and U.S. Insurers
Ares Management
In the Gaps: Ares Alternative Credit Newsletter
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