Fixed Income Mgmt.: Fee Comparison
As a resource for insurers, we've compared fixed income investment management fees, across various portfolio sizes, among managers in the insurance space.
Quarterly Investment Review for Insurers: Q2-2026
View PDFThe AI build-out is now a bond story. The five largest technology companies spent over $400 billion on data centers and equipment last year, and their own plans point to $700 billion or more this year — increasingly funded with new debt, a supply factor for the bond market to watch.
Inflation is running above target at the same time. That pairing — steady growth with sticky prices — is what a “soft landing” did not assume.
