Q2 Strategic Income Outlook: Everything Everywhere All at Once

Published on April 16, 2026

Despite a confluence of economic shocks in the first quarter, markets have held up remarkably well, but cracks appear to be forming beneath the surface.

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On My Mind: The $ is Dead, Long Live the $

April 16, 2026
The US dollar's obituary has been written many times—with increasing frequency over the past year. Each time we get a fresh round of analyses declaring that de-dollarization is accelerating, the world is reorganizing its financial architecture around alternatives and the greenback's reign is drawing to a close.

How Bond Optimizers Can Work More Optimally—and Why It Matters

April 16, 2026
Technology is transforming bond investing, across research, trading and—through optimizers—portfolio construction. We believe optimizers based on advanced digital investment platforms have a major advantage—and can create new levels of insight for portfolio managers that have them.