Fixed Income

Our fixed income teams adhere to a disciplined approach as they seek to add value by capturing excess returns.

Fixed Income Capabilities

U.S. Fixed Income
Municipal Fixed Income
Short Duration Fixed Income

Fixed Income Insights

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November 2020

November 2020 Fixed Income Market Update

In our view, while elections have consequences, the consequences are rarely as stark or as predictable as prognosticators suggest.

October 2020

October 2020 Fixed Income Market Update

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.

September 2020

Back to the future of fixed income

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.

September 2020

September 2020 Fixed Income Market Update

In our view, U.S. corporates appear attractive even noting the recompression of spreads since the first quarter.

August 2020

Bluebirds fly

This month, we’ll focus on the strong recovery in the muni market over the second quarter, which proved to be illuminating to municipal investors on a couple fronts.

August 2020

August 2020 Fixed Income Market Update

In our view, monetary and fiscal policy have done a tremendous job in papering over fundamental uncertainty.

July 2020

July 2020 Fixed Income Market Update

In our view, the magnitude and speed of the market recovery in the second quarter are noteworthy and potentially cautionary.

May 2020

May 2020 Fixed Income Market Update

In our view, the markets feel much healthier at the end of April than a month ago, but underappreciated in the improved sentiment is not only the scale of March policy action, but its continuation into April.

April 2020

Corporate credit spreads widened aggressively in March 2020

Credit markets have seen extreme repricing over the past month as a result of the market stress caused by coronavirus and its impact to the economy.

April 2020

The state of the municipal market

There will be an increase in defaults, but we believe they will largely occur in the muni high yield space of below investment-grade credits.

April 2020

April 2020 Fixed Income Market Update

In our view, the unprecedented response in both scale and speed from the Fed and the U.S. government were necessary.

March 2020

A "quiet" week in fixed income

This week we saw the largest fiscal stimulus in U.S. history, significant monetary policy announcements from the Fed and T-bills go into negative yielding territory…and it felt like a quiet week!

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