Key Convictions: Second Quarter 2026

Published on May 24, 2026

In this second quarter update, Western Asset believes global fixed-income markets face a more complex backdrop as geopolitics, rapid AI adoption and private credit scrutiny intersect.

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How to Recognize Alpha Potential in Active Equity Portfolios

May 24, 2026
Chasing performance by deviating from a benchmark has long been the hallmark of active managers. But it may be time for a rethink. Our research suggests that investors allocating to core equities should consider refreshing the criteria they use to identify portfolio managers that can consistently beat their benchmarks.

Musk Is Leading SpaceX Into the Conglomerate Trap

May 24, 2026
Elon Musk has bucked the trend of industrial conglomerate breakups, including such illustrious companies as General Electric and Honeywell International Inc., and decided to form a somewhat unwieldy company that makes rockets, spacecraft, satellites, antennas, modems and now computer chips. With SpaceX’s purchase of Musk’s xAI in February, the world’s leading space company was married to an AI sta