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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Market and Economic

President Biden’s first 100 days

Given the sizable spending that will pair with President Biden's initiatives, we see fiscal policy as a positive, especially over the next couple of years.
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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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