U.S. Fixed Income

March 2021 Fixed Income Market Update

Rates have been a notable outlier in the general market recovery since the first quarter of 2020 and some reversion is warranted.
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Municipal Fixed Income

Why BBB munis are an A+ opportunity in our books

Investment grade muni spreads tightened significantly since March, but still remain elevated in some areas versus historical averages.
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Multi-Asset

Inflation: Much discussed but rarely witnessed

Alongside the prospect for a strong economic recovery, a growing debate has sprung up around the path of inflation and whether it could derail growth.
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