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Fixed Income
August 4 2022
Equity .
Podcast Revenge of the boring


August 4 2022

Seeking opportunities amid volatility.

July 27 2022
Monetary Policy .
Article Another big swing
July 27 2022

The Fed raises interest rates by 0.75% for the second month in a row.

July 15 2022
Fixed Income .
Article Stay tuned, stay nimble
July 14 2022

After years of playing defense, it's time to think offense.

June 15 2022
Monetary Policy .
Article Since you offered
June 15 2022

The market’s late shift in expectations gave the Fed the opportunity for a 0.75% hike.

June 1 2022
Fixed Income .
Article Where do yields go from here?
June 1 2022

Up, but until there is more clarity, maybe not much.

April 28 2022
Monetary Policy .
Article Investors should stay defensive if the Fed follows its rhetoric
April 28 2022

More rate hikes would favor cash, floating-rate securities and value stocks.

May 13 2022
Interest Rates .
Article Federal Open Mouth Committee
April 26 2022

The Fed's abundant messaging has the market doing its work for it.

May 10 2022
Fixed Income .
Article Mosaic of uncertainties merits caution
April 11 2022

Bonds wrestle with pricing Fed, war and inflation outcomes.  

March 18 2022
Monetary Policy .
Article Fed takeaway: yields are heading higher
March 17 2022

Policymakers don't want to undo 40 years of restrained inflation expectations.

March 2 2022
Ukraine Crisis .
Article Bias remains up (slightly) on longer rates
February 24 2022

Invasion fallout does some of the Fed's work for it.

February 24 2022
Fixed Income .
Article What's a fixed-income investor to do?
February 8 2022

As rates rise, look for opportunities on the shorter end.

February 2 2022
Fixed Income .
Podcast Munis and infrastructure
January 28 2022

Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.

 

February 8 2022
2022 Outlook .
Podcast Themes to watch, forecasts and potential surprises January 21 2022

Our outlook across asset classes.

February 1 2022
2022 Outlook .
Article High yield has more to give
January 20 2022

Ratings upgrades and rebounding economy create favorable backdrop.

February 1 2022
Fixed Income .
Article 10 reasons inflation may stay elevated
January 18 2022

And if it does, the world becomes a more dangerous place for investors. 

July 25 2022
53198 .
White Paper 2022 Outlook: No time to hunker down January 13 2022

New year presents new opportunities across sectors.

January 25 2022
2022 Outlook .
Article The hits keep coming
January 11 2022

Stubborn inflation and hawkish Fed pivot add to bond market challenges.

January 24 2022
2022 Outlook .
Article As the economy goes, so goes high yield
January 4 2022

Three things to watch in 2022.

January 11 2022
2022 Outlook .
Article Navigating crosscurrents of Fed policy, growth and spreads
January 3 2022

Three things to watch in 2022.

January 3 2022
2022 Outlook .
Article Walking the tightrope
December 15 2021

Three things to watch in 2022.

November 16 2021
Fixed Income .
Article Resilient consumers put holiday bow on credit card ABS
November 16 2021

Robust spending and low delinquencies bode well for yields.

November 9 2021
Markets/Economy .
Article Road work ahead
November 10 2021

The infrastructure bill benefits municipalities and muni investors alike.

November 3 2021
Monetary Policy .
Article Taper is on; rate hikes TBD
November 3 2021

The Fed announced it will cut the pace of its asset purchases, but not on a preordained path.

November 3 2021
Markets/Economy .
Article Navigating fixed-income's roiling waters
November 3 2021

The case for an active approach to the short end of the bond market.

November 16 2021
Fixed Income .
Article Student loan ABS, beyond the headlines
October 27 2021

Finding value in a frequently misunderstood sector.

November 10 2021
Fixed Income .
Article Maybe markets should forget about 'transitory'
October 14 2021

Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.

November 5 2021
Fixed Income .
Article Chips are down but auto ABS opportunity is up
October 12 2021

Semiconductor shortage is an all-around positive for these asset-backed securities.

October 21 2021
Fixed Income .
Article Grinding it out
October 8 2021

Bond market plods ahead amid looming uncertainties.

October 1 2021
Fixed Income .
Article A high-yield pause that refreshed
September 2 2021

Brief summer lull didn't derail solid fundamentals.