Fixed Income
Fixed Income
Featured Resources
View All Municipal Bond Resources
January 5, 2021
Revenue Collections and the Municipal Market
Frances Lewis, MacKay Municipal Managers, explains how revenue collections will impact the municipal market.
May 19, 2020
Spotlight on Muni Bond ETFs
David Dowden, portfolio manager at MacKay Municipal Managers, discusses our actively managed muni bond ETFs and the current muni market.
July 30, 2020
Municipal Market Update with MacKay Municipal Managers
Benefits of insured munis, opportunities in today's market and the importance of active management.
Fixed Income
Perspectives
November 21, 2025
Post-Shutdown, What’s Next for Munis?
Join Ian France this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.
Municipal Market Weekly Update
Stay informed with the latest insights and market trends in the municipal bond space with MacKay Municipal Managers.
Key Insights on Multi-Sector Positioning with Neil Moriarty
Neil Moriarty, Co-Head of MacKay's GFI team, shares timely insights on positioning within multi-sector fixed income.
July 31, 2025
The Missing Core: Why Taxable Munis Should be a Strategic Allocation - Part 1
MacKay Shields provides insights into the strategic value of taxable municipal bonds as integral to core fixed-income portfolios.
July 31, 2025
The Missing Core: Why Taxable Munis Should be a Strategic Allocation - Part 2
MacKay Shields provides insights into the strategic value of taxable municipal bonds as integral to core fixed-income portfolios.
Top 5 Muni Market Insights 2025: Mid-Year Update
MacKay Municipal Managers share mid-year insights. See how our five key municipal themes are tracking.
High Yield 3Q25 Outlook
High yield markets continue to benefit from strong fundamentals and resilient demand, despite tighter spreads and limited new issuance. We believe attractive yields and improving credit quality support a constructive outlook.
Convertibles 3Q25 Outlook
Convertible bonds continue to exhibit asymmetric characteristics, with the potential to participate in equity market upside while helping manage downside risk, supported by a strong issuance environment and disciplined positioning.
Global Fixed Income Outlook 3Q25
Attractive yields persist, but tight spreads and uncertainty call for quality, active selection, and careful duration management.
Macroeconomic 3Q25 Outlook
Trade de-escalation supports modest growth, but inflation risks, housing headwinds, and weaker labor supply may limit momentum and delay Fed easing.
Key Insights on Multi-Sector Positioning with Neil Moriarty
Neil Moriarty, Co-Head of Global Fixed Income at MacKay Shields, shares timely insights on positioning within multi-sector fixed income.
Navigating Complex Bond Markets
MacKay Shields’ panel of specialty fixed-income experts discuss the current market landscape and considerations for investors given recent policy decisions and heightened volatility.
Municipal Bond Market Update: Key Performance Drivers
Watch Robert DiMella, CFA, Executive Managing Director and Co-Head of MacKay Municipal Managers, share timely insights on recent developments in the municipal bond market.
Navigating Market Volatility: Key Insights on Multi-Sector Bond Positioning
Neil Moriarty, Co-Head of the Global Fixed Income team at MacKay Shields, discusses trends in multi-sector bonds, and MacKay’s Strategic Bond Strategy.
High Yield Market Overview
Nate Hudson, CFA, Managing Director and Portfolio Manager, MacKay Shields High Yield Team, provides a high yield market update.
Dissecting the Rise in Yields
MacKay Shields discuss the bond market, rising yields, and global economic trends, providing insights on investment opportunities in 2025.
Multi-Asset
Multi-Asset
Multi-Asset
Update on US Liberation Day
Ausbil notes Trump’s pro-growth policies may boost U.S. growth, global small caps, and infrastructure, despite trade tensions.
Equities
Equities
A Responsible Path to U.S. Large Cap Growth
Winslow Capital discusses the US large cap growth market and the differentiators driving the market.
Winslow Capital Quarterly Update
Barry Peters, Managing Director at Winslow Capital, provides an update and outlook on large-cap growth.
AI and Valuations
Wellington highlights current equity valuations and the pace of AI investment.
The Index is not a Market
Winslow Capital provides their perspective on the US Large Cap equity market.
Growth In Focus: Equity Insights From Fiera Capital
Fiera Capital provides their Q3 2025 update on equity markets.
Attractive Valuations for International Equities
Fiera Capital discusses why you should consider international equities today.
Winslow Capital Quarterly Update
Barry Peters, Managing Director at Winslow Capital, provides an update and outlook on large-cap growth.
The Case for European Equities
Wellington highlights the potential opportunity in the European equity market.
Tariffs, Trade, and Tactics
Wellington provides their thoughts on how trade policy impacts investment strategy and the consumer landscape.
Shareholder Yield Strategies Aims to Navigate Risk Amid Market Volatility
Kera Van Valen, CFA, Managing Director, Portfolio Manager, Epoch Investment Partners, provides insights on the current economic environment.
A Commitment to Quality Through Market Cycles
Samuel Weiss of PineStone Asset Management provides timely insights into the current market turbulence and how they are positioning themselves.
Resilience Amid Volatility and a Focus on Fundamentals
Matt Navins, Client Portfolio Manager at Fiera Capital, provides insights on the current macroeconomic environment.
The Impact of U.S. Tariffs on Equity Markets
Watch Justin Kelly of Winslow Capital provide timely insights on the current macroeconomic environment, recent market turbulence and where we go from here.
Why Defensive and Value Stocks Deserve a Closer Look
Wellington shares their thoughts on the current market landscape and why a pivot toward defensive, value-oriented stocks should be considered.
Who Benefits in a Trump 2.0 World?
Ausbil notes Trump’s pro-growth policies may boost U.S. growth, global small caps, and infrastructure, despite trade tensions.
Navigating Uncertainty: Where Fiera Sees Opportunity in 2025
Fiera Capital discusses navigating the current market environment and the potential opportunities in 2025.
Four Key Equity Themes to Consider for 2025
Wellington highlights four themes to consider for 2025: monetary policy, US exceptionalism, equity market concentration, and small-cap equities.
AI’s Role in Shaping the Future of Energy
Fiera discusses how AI is fueling energy demand and highlights potential investment opportunitities across power generation, renewable energy, and infrastructure.
Alternatives
Alternatives
Alternatives
Infrastructure: At the Center of AI Growth
Listed infrastructure has become a key beneficiary of 2025’s market drivers: AI buildout, rising U.S. power demand, supportive policies, and shifting rate expectations.
Why Listed Infrastructure Deserves a Second Look in 2025
Jeremy Anagnos, CIO, Lead Portfolio Manager at CBRE Investment Management discusses why listed infrastructure deserves a fresh look in today's market.
2025 Global Private Markets Outlook
Tackling the turning point: Four transitions impacting private markets allocation in 2025
Listed Infrastructure Offers Resilience Amid Higher Uncertainty
The asset class presents an attractive entry point for investors seeking consistent earnings growth and compelling total return potential
CBRE Global Infrastructure Quarterly Update
Daniel Foley, CFA, Portfolio Manager at CBRE Investment Management, provides an update and outlook on global-listed infrastructure.