Bond brief: Political headlines rise, bonds stay grounded

• Article

Feb 10, 2026

Gene Tannuzzo, CFA, Global Head of Fixed Income

Ed Al-Hussainy, Portfolio Manager

Political rhetoric and Fed uncertainty dominate headlines, but our playbook remains focused on the fundamentals.

Riding the multi-year waves of AI investment

• Article

Feb 03, 2026

Tiffany Wade, Senior Portfolio Manager

Michael Guttag, Senior Portfolio Manager

The real story of artificial intelligence (AI) is the multi year progression of capital flows that will define which companies lead, when they lead and why.

The early innings: Why Japan's structural story has years to run

• Article

Jan 27, 2026

Daisuke Nomoto, Senior Portfolio Manager

Simon Morton-Grant, Client Portfolio Manager

Corporate governance reforms, capital reallocation and attractive valuations create a compelling multi-year investment thesis.