Exploring public fixed income and equity markets

Insights from MacKay Shields, Ashmore, PIMCO, and more

Estimates from the OECD put the value of publicly traded equities at about $140 trn. Meanwhile, data from MSCI suggests that fixed income instruments that are publcly traded are valued at about $145 trn. This gives a pool of liquid assets of about $285 trn for investors to explore in finding the best opportunities.

Global Fixed Income’s Top 5 Investment Ideas for 2026 (MacKay Shields)

The macro backdrop for bonds remains constructive, but navigating the rest of the year requires careful attention to five factors.

G7 Economies Exposed to Rising Yields amid Elevated Public Debt (Scope Ratings)

G7 sovereigns face mounting pressure as higher yields collide with historically elevated debt loads.

Blockbuster AI Debt Issuance Coming to a Bond Market Near You (Firstlinks)

A surge of AI‑related corporate borrowing is poised to reshape bond market supply.

The Credit Market Lens: Still Buying America (PIMCO)

Why the U.S. credit remains compelling despite tight spreads.

Why Banks Could Be the Next AI Beneficiaries (Principal Asset Management)

Why banks – often overlooked in AI narratives – could stand to gain.

The Case for Emerging Market Small Cap Equities (Ashmore)

EM small caps: a mispriced, under‑researched corner of global equities?

A Mid-Year Perspective on Global Equities (Thornburg)

Do global equities offer opportunities beyond the narrow group of stocks driving index returns?

Top of Mind: IPO Surge – A Red Flag for Markets? (Goldman Sachs)

Does the recent spike in IPO activity signal market froth or a healthy normalization?

Broadening the Base (S&P Dow Jones Indices)

Why broader participation could mark a healthier, more durable market phase.