Navigate these turbulent times with insights from our investment teams.
Navigate these turbulent times with insights from our investment teams.
Well-defined research and talking points guide better conversations and informed decisions.
The road to investment success is rarely as smooth as we would like.
We continue to observe demand for income-generating assets with additional relative value opportunities across the sector, quality and security levels.
As investors rethink fixed income, understanding the state of high yield is imperative in addressing today’s income challenge and to successfully navigating the future of fixed income.
Rates have been a notable outlier in the general market recovery since the first quarter of 2020 and some reversion is warranted.
In our view, January may prove to be a microcosm of the new year.
Episode 116: What happens if what you've been planning for changes right before the goal line? We're seeing that today in the world of retirement income.
For all the unprecedented events of 2020, fixed income markets enter 2021 with roughly similar spreads as they did to begin 2020.
Active managers have a number of levers to pull to help outpace a passive benchmark, including sector/quality allocation, security selection and yield curve/duration management.
The speed of development and efficacy of Covid-19 vaccines has generated well warranted market enthusiasm.
In our view, while elections have consequences, the consequences are rarely as stark or as predictable as prognosticators suggest.
In our view, higher frequency data such as elevated jobless claims and small business employment highlight the risk that the recovery could stall absent additional fiscal stimulus.
From toilet paper shortages to extreme job losses and GDP figures that are literally off the charts, to oil futures trading briefly with negative dollar prices, 2020 has thwarted many embedded assumptions about the world.
In our view, U.S. corporates appear attractive even noting the recompression of spreads since the first quarter.
