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The municipal bond market has a lot going for it in 2026, with after-tax yields that look especially compelling compared with other fixed-income sectors. Craig R. Brandon, Co-Head of Municipals, explains.
In his 2026 Equity Outlook, Senior Portfolio Manager Andrew Slimmon suggests the Bull Market Isn’t Done Yet. Despite being late-cycle, 2026 looks positive for US equities—thanks to rate cuts, fiscal stimulus, and cautious sentiment.
Signs of excess in the AI space are appearing – and the market may be ripe for creative destruction in 2026. Thus far, vast amounts of capital have been spent funding a to-be-determined future revenue. We question how long the appetite for funding the hopes of future revenue will persist. Learn why in our 2026 Hedge Funds outlook.
The proliferation of data centers and their related power needs are the two most important trends we are seeing right now. We want to focus on corresponding secondary and tertiary themes that offer better risk adjusted return profiles. Learn why in our 2026 Infrastructure outlook.
A combination of motivated sellers, increasingly engaged buyers, and greater availability of debt is creating favorable conditions for a rebound in transaction activity and asset values. Learn why in our 2026 Real Estate outlook.
We believe the present cycle has several more years to run, leading to healthier exits and distributions to PE investors. Learn why in our 2026 Private Equity outlook.
We expect new deal demand and a large refinancing wave to gradually overtake private credit supply allowing lenders to preserve discipline, strengthen terms, and capture the illiquidity premium to public markets. Learn why in our 2026 Private Credit outlook.
Discover what key trends are shaping the commodity sectors in 2026 and setting up an optimistic outlook for commodities.
Discover what key trends are shaping the commodity sectors in 2026 and setting up an optimistic outlook for commodities.
In The BEAT 2026 Outlook we highlighted key themes that we see across the global investment landscape. Watch the video to find out.
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
