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  1. Large Utilities Set to Outperform Smaller Peers

    Regulated utilities could be hit hard by inflation, while diversified firms have long-term value that the market refuses to recognize.

  2. Credit Outlook: Sector Updates and Top Bond Picks

    Get our sector-by-sector take on the bond market, plus our five best bond ideas.

  3. Our Outlook for the Credit Markets

    Widening investment-grade credit spreads and rising interest rates lead to losses.

  4. Our Outlook for the Credit Markets

    Rising interest rates have taken their toll, but as the Fed delays dialing back on stimulus, investors are poised to recapture some of their losses.

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