Join MacKay Shields for a specialty fixed income panel designed for fixed income investors seeking strategic insights into navigating market volatility and uncertainty. Gain expert perspectives informed by macroeconomic developments and fixed income market dynamics.

Markets are a race between fundamentals and expectations. When fundamentals get ahead, expectations have to catch up and prices follow. But when expectations get ahead, it's a different story. Fundamentals can't just run faster or jump higher. So it's expectations that need to take a knock, dragging share…

Which sectors and factors have shown the strongest performance trends through recent market shifts? S&P DJI’s Ben Vörös joins Anu Ganti to explore the potential of indices to help market participants address concerns around concentration and unpack performance highlights from the first half of 2025.

What do duration, the yield curve and credit trends tell us about the evolving fixed income landscape? S&P DJI’s Anu Ganti and Ben Vörös explore the recent performance of S&P DJI’s iBoxx indices in Europe and highlight the latest innovations in the fixed income indexing toolkit.

AI-driven analysis of market sentiment transforms unstructured data into signals for forecasting financial markets. Discover how it works.

Group CIO Dan Ivascyn discusses how looming Federal Reserve interest rate cuts and continued policy uncertainty are shaping PIMCO’s investment playbook at a time of abundant fixed income opportunities.

Continuing a four-part series on debt sustainability: Europe has a strong legacy of fiscal discipline, but often at the cost of productive investment. Lauren Goodwin and Julia Hermann host Florence Pisani, Chief Economist of Candriam, and Nicolas Jullien, Global Head of Fixed Income at Candriam, to discuss the future of debt…

Chris Hart, Portfolio Manager at Boston Partners, discusses what it takes to invest successfully in a world of hype, hyperbole, and very limited forward visibility.

For decades, the United States has been viewed as a global economic hegemon, but recent fiscal and trade policies, and the rise of cryptocurrencies, could have a lasting impact on the country’s role in the global economy and trading system.

Currency investing requires a resilient framework built on fair value, macro insight and long-term discipline. How do we navigate FX risk through market cycles, dislocations and the shifting role of the U.S. dollar?

Harris | Oakmark CIO-U.S. and Portfolio Manager Bill Nygren shares how he and his U.S. equity team approach macro shocks and the ways in which they quickly adjusted to take advantage of Liberation Day market disruptions.

Julia Hermann hosts Valentina Chen, Head and Portfolio Manager of the Emerging Market Debt team at MacKay Shields, to discuss how China’s systemic over-leverage influences everything from the country’s economic business model, to the nature and scope of investment opportunities in Chinese credit.

Despite uncertainty and volatility, emerging markets’ resilience and performance have impressed, highlighting the depth and breadth of the asset class. As we embark on the second half of the year, Portfolio Manager Elina Theodorakopoulou discusses flows, investors’ sentiment, new issuance euphoria—and the importance of doing…

Jennison’s Dmitri Rabin gives an in-depth review of structured assets, including trends in real estate, government policy, consumer health, and the economy.

In this episode of Excess Returns, we sit down with Brent Schutte, CIO of Northwestern Mutual, to discuss the current macro landscape and what it means for investors. Brent shares his balanced perspective on the Fed, inflation, tariffs, concentration risk in markets, and why diversification may be more important now than…

Join Lauren Goodwin and Julia Hermann for a special recording of Market Matters, on the 34th floor of the New York Life building in Manhattan. Your hosts will launch the team’s latest megatrend research on global debt sustainability: can major economies keep up all this spending? And what do higher sovereign debt levels mean…

Join Julia Hermann and Steven Friedman for a deep dive into the sustainability – or lack thereof – of public debt in the United States. Can the U.S. keep up its pace of spending? What does the Big Beautiful Bill mean for the debt trajectory? Are interest payments spiraling out of control?

Fidelity International portfolio managers Dale Nicholls and Cynthia Chen dig into the successes and challenges for China’s new consumer aristocracy in the latest episode of The Investor’s Guide to Asia.

Fidelity International portfolio managers Dale Nicholls and Cynthia Chen dig into the successes and challenges for China’s new consumer aristocracy in the latest episode of The Investor’s Guide to Asia.

Learn why convertible securities may be attractive in the current market.