All Market Views by R.J. Gallo

The near-term bias on Treasury yields may be higher 
Dec. 4, 2018 :: R.J. Gallo
Several factors that drove yields lower have turned more favorable, but a lack of clarity still clouds the outlook.
Video: The opportunity in municipal bonds 
Jul. 6, 2018 :: R.J. Gallo
Senior Portfolio Manager R.J. Gallo explains why municipal bonds have largely outperformed their taxable investment-grade counterparts in 2018.
Video: What impact will rising Treasury yields and inflation have on bonds? 
Jul. 6, 2018 :: R.J. Gallo
Senior Portfolio Manager R.J. Gallo offers his perspective on potential impact on fixed income from increasing interest rates, inflation and 10-year Treasury yields.
Video: Fed policy, trade tensions and what it all means for bonds 
Jul. 6, 2018 :: R.J. Gallo
Senior Portfolio Manager R.J. Gallo discusses how Federal Reserve policy and global trade issues may impact the fixed-income markets in 2018’s second half.
In Short: 3% is noteworthy but it’s not signaling a spike 
Apr. 25, 2018 :: R.J. Gallo
The bias on rates remains up, just not as much.
Market Memo: With bias on rates up, duration shifted lower 
Mar. 6, 2018 :: R.J. Gallo
Federated updates its duration call in light of inflation, tax reform and the Fed.
In Short: We believe the bias on yields is still up 
Feb. 6, 2018 :: R.J. Gallo
Federated stays short on duration, with plenty to monitor in coming days.
Video: How tax reform may affect muni bonds 
Jan. 3, 2018 :: R.J. Gallo
How will tax reform affect muni bonds? Senior Portfolio Manager RJ Gallo provides his take on tax reform and key issues for muni bonds in 2018.
Video: How important will duration management be for bonds in 2018? 
Jan. 3, 2018 :: R.J. Gallo
Senior Portfolio Manager RJ Gallo discusses strategies for bond duration management in 2018.
Video: Will infrastructure spending affect municipal bonds? 
Feb. 23, 2017 :: R.J. Gallo
Portfolio manager R.J. Gallo discusses what an increased focus on infrastructure spending could mean for muni bonds.
Video: Expected tax reforms and muni bonds 
Feb. 23, 2017 :: R.J. Gallo
Portfolio manager R.J. Gallo separates speculation from reality when it comes to how tax reform may affect municipal bonds.
Video: Key issues for municipal bonds in 2017 
Feb. 22, 2017 :: R.J. Gallo
Senior Portfolio Manager R.J. Gallo discusses factors likely to affect municipal bond performance in 2017 and why sector allocation may be important.