Is the Credit Market Unprepared for the Level of Tech Supply?

Published on July 13, 2026

Fixed income experts James Donahue, John Lloyd and Mike Talaga revisit the levels of supply related to the AI buildout and explain why they remain cautious towards investment grade tech issuance.

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Not Just Tech: Invest in Innovation With Healthcare

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Traditionally speaking, folks that have looked to tap into innovation in the AI space have done so through tech exposure, particularly with mega-cap names. This is not a surprise, considering the interplay between these companies and AI innovation. However, healthcare also has many opportunities for innovation.

2026 Mid-Year Outlook: A Soft Landing Meets a Broader Market

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