Portfolio consultant compares investments in securitized assets with those in corporate and Treasury securities.
Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.
View fixed income through a value investing lens and overlook short-term concerns to uncover opportunity.
Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.
Learn why options-based approaches that sell volatility are less risky than shorting volatility as they generate income, eliminate leverage and limit loss.
Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.
Valuations, positive momentum, technical support and a likely soft landing are converging to favor small company stocks over the next few months.
Robust US growth, strong corporate balance sheets and persistent consumer spending have helped high yield securities and bank loans outperform this year.
Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
While many investors are satisfied with current returns on money market funds and other short-term investments, this may not be the best strategy right now.
Portfolio Manager Jack Janasiewicz offers his take on inflation, the Fed, labor trends, liquidity fears and narrow market breadth.
Portfolio Manager Jack Janasiewicz provides his take on the Fed’s May meeting, corporate earnings season, and some underappreciated economic tailwinds.
Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.
Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.
See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.
As rising rates and inflation lead to fears of recession, there are steps investors can take to make fixed income holdings more resilient within their bond portfolios.
With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?
Insurers around the world are stuck between a rock and a hard place. Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives.
The 2019 Global Retirement Index reveals three critical threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.