Friday, January 30th, 2026 ⁠A topical newsletter from CIO Fixed Income As institutional investors eye fixed income opportunities in 2026, they are focused less on where to invest and more about whether they are being paid enough for the specific risks they are taking. SPONSORED AD Asset Allocation Institutional Investors See Resilience in Fixed Income Liability-driven investors see ‘the most attractive environment we’ve seen in over a decade’ as a big opportunity in the year ahead. Asset Allocation Credit Investors May Need More Than Coupons in 2026 With inflation data muddied, rate cuts uncertain and private credit facing tougher tests, money managers say the next year will reward investors who get specific—about curve, structure and currency. Asset Allocation Eyeing the Risks in Credit Markets As 2026 kicks off, investors are ‘trying to extrapolate potential risk factors’ and looking to diversify.   Asset Allocation High-Yield Credit’s Strong Performance Continues at Start of 2026 Sub-investment-grade bonds have outperformed all but emerging market debt. Asset Allocation Volatility, ‘Sell-America’ Movement Will Complicate Bond Investing in 2026 Tariffs, uncertainty about the future of Federal Reserve independence, and rising U.S. deficits could drive yields higher.   Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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