U.S. Economist Matt Bush and Market Strategist Maria Giraldo join the latest episode of Macro Markets to discuss insights from our new white paper, “AI’s Promise and History’s Lessons.” They explore how artificial intelligence is driving innovation and long-term productivity gains, even as it creates short-term disruptions in labor markets and deepens economic divides. Learn how investors can position for the challenges and opportunities ahead.

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AI’s Promise and History’s Lessons

Our new paper addresses the economic and market implications of AI in the context of investment opportunities across infrastructure, equity, and credit markets.

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Macro Markets: Fixed Income Outlook: Sunny with a Chance of Tail Risks

Steve Brown, Chief Investment Officer for Fixed Income, joins Macro Markets to review current market conditions for bonds and discuss our economic outlook and portfolio strategy for the coming year.

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First Quarter 2026 Fixed-Income Sector Views

Our investment team evaluates sectors across the fixed-income market.

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