Integrated Capital Management•
That was then. This is now: Private credit concerns and the Iran conflict reshape markets in 2026
As global markets entered 2026 with optimism, investors were buoyed by improving fundamentals in non-U.S. and emerging markets, a weaker U.S. dollar, and strong spending plans from AI hyperscalers alongside resilient consumer demand. In fixed income, high-quality bonds—particularly U.S. Treasuries—offered attractive yields and potential price gains as the Federal Reserve…
