Credit Spread Seasonality – An Auspicious Sign for Corporate Bonds?

Published on February 27, 2026

While the equity market has its well‑known “January Effect,” credit markets also show a seasonal pattern. Looking back over nearly three decades of data, January tends to be one of the better months for corporate bond spreads.

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US Department of Labor extends comment period for pharmacy benefit manager fee disclosure proposed rule

February 27, 2026
WASHINGTON – The U.S. Department of Labor’s Employee Benefits Security Administration today announced that it is extending the public comment period for its proposed rule on pharmacy benefit manager fee disclosures until April 15. The proposed rule, Improving Transparency Into Pharmacy Benefit Manager Fee Disclosure, was published on Jan. 30, and would impose new disclosure obligations on PBMs ser

Positioning Broadens Beyond AI Leaders

February 27, 2026
Managers are strategically maintaining AI exposure toward memory and semiconductor supply chains, and rotating toward enterprise adopters while trimming crowded hyperscalers.