Market Moves
Geopolitical Volatility Defines Markets to Start 2026
Commodities rise; the dollar falls amidst deglobalization.
Commodities rise; the dollar falls amidst deglobalization.
Sub-investment-grade bonds have outperformed all but emerging market debt.
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.
As 2026 kicks off, investors are ‘trying to extrapolate potential risk factors’ and looking to diversify.
Longtime CIO Tony Waskiewicz shares two ‘credit plays’ to consider during this volatile market.