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Market Views - Fixed Income

Our experienced investment professionals have managed fixed income portfolios for more than 40 years. Choose an article to read our views on the economy and today’s bond markets.

Orlando's Outlook: Taxman Tuesday & Wednesday with Janet 
Apr. 17, 2014 :: Philip J. Orlando
For investors, Fed Chair Janet Yellen's speech to the Economic Club of New York was familiar; not so the new changes to the Fed tax code.
Fixed Income Outlook: Finally, a flattener 
Apr. 3, 2014 :: Robert J. Ostrowski
Rates in the belly of the curve likely to move the most as Fed eases up on financial repression
FedWatch: Dots entertainment 
Mar. 19, 2014 :: Donald T. Ellenberger
Stocks sell off and intermediate rates rise on expectations for a funds rate-hike next spring
FedWatch: From quantitative to qualitative 
Mar. 13, 2014 :: Donald T. Ellenberger
Policymakers likely to keep tapering on course but drop specific unemployment-rate threshold
Market Memo: Why housing is getting better (but the mortgage securities side isn't) 
Mar. 5, 2014 :: Todd A. Abraham
Fed's dominance weighs down opportunities
FedWatch: Tapering continues on pace 
Jan. 29, 2014 :: R.J. Gallo
FOMC says economy stronger, does not mention emerging-market woes
In short: Expect the Fed to stay on plan 
Jan. 24, 2014 :: R.J. Gallo
Policymakers likely to look past weak December jobs and emerging markets to stick with tapering
Fixed Income Outlook: There's still value in spread product (just a little less) 
Jan. 15, 2014 :: Robert J. Ostrowski
The likelihood of higher rates takes a little bloom off the rose of corporate and high-yield bonds
2014 High-Yield Bond Outlook 
Dec. 30, 2013 :: Mark E. Durbiano
Will 2014 be another good year for high yield?
FedWatch: Tapering, Ben's departing gift 
Dec. 18, 2013 :: Donald T. Ellenberger
Policymakers make a modest cut in QE but also commit to keeping short rates low for longer
FedWatch: Will it or won't it? 
Dec. 12, 2013 :: Donald T. Ellenberger
The Fed may taper or may put it off again, but the market is generally OK with either decision
In short: The market finally 'gets it' 
Nov. 21, 2013 :: Donald T. Ellenberger
Fed's lesson on the difference between tapering and tightening is reflected, finally, in yield curve
Q&A: Europe's getting s-l-o-w-l-y better 
Nov. 20, 2013 :: Ihab L. Salib
Green shoots are sprouting beyond stalwart Germany
FedWatch: All-in Fed stands pat 
Oct. 30, 2013 :: R.J. Gallo
Current thinking is tapering may not come until March of next year at the earliest
FedWatch: Whistling past Capitol Hill 
Oct. 24, 2013 :: R.J. Gallo
Don't expect policymakers to do anything when they meet next week
High Yield Update: All systems still go 
Oct. 23, 2013 :: Mark E. Durbiano
The current environment remains a good one for this fixed-income asset class
Fixed Income Outlook: Lower for a little longer 
Oct. 4, 2013 :: Robert J. Ostrowski
The Fed's surprise non-decision may delay slightly, but not stop, the bias toward higher rates
Market Memo: Going to school on the bond sell-off 
Sept. 27, 2013 :: William E. Ehling
It's not been a great year for high-quality bonds but lower duration, lower quality products are doing OK
Fed Watch: Wow! 
Sept. 18, 2013 :: Donald T. Ellenberger
Policymakers unexpectedly put off taper, sparking a strong risk-on rally
FedWatch: The only uncertainty is how much tapering 
Sept. 12, 2013 :: Donald T. Ellenberger
Fed policymakers are set to start reining in quantitative easing
In short: All bonds are not equal 
Aug. 15, 2013 :: Mark E. Durbiano
Rising rates may squeeze Treasuries but high-yield stands to benefit from stronger growth
Fed Watch: See you in September 
Aug. 1, 2013 :: Donald T. Ellenberger
The Fed downgrades their growth outlook
Managing rate-risk with ultra shorts 
Jul. 31, 2013 :: Randall S. Bauer
How do ultra-short bonds fit into a rising rate environment?
Going ultra short for yield 
Jul. 31, 2013 :: Randall S. Bauer
Who should consider ultra-short bonds?
Fixed Income Outlook: Spread is not dead 
Jun. 28, 2013 :: Robert J. Ostrowski
As Fed seeks to finesse end to QE, market volatility is creating opportunities in credit
Still Value in Some Treasuries 
Jun. 27, 2013 :: Donald T. Ellenberger
What's the outlook on treasuries?
We're a Long Way from Tightening 
Jun. 27, 2013 :: Donald T. Ellenberger
Why did the market react after the June FOMC meeting?
In short: This rising-rate environment may stick 
Jun. 21, 2013 :: R.J. Gallo
Fed's pronouncement on the end of QE supports an upward bias
Fed Watch: Tapering talk spawns Treasury sell-off 
Jun. 19, 2013 :: Donald T. Ellenberger
Fed paints prettier picture of economy and hints at slowing QE this fall
Fed Watch: Expect a tapering of tapering talk 
Jun. 14, 2013 :: Donald T. Ellenberger
Policymakers are likely to clear up confusion about their plans on when to start easing
Municipal Watch: Uncertainty brushes munis 
Jun. 10, 2013 :: R.J. Gallo
As yields climb, total returns decline but not as much as in much of the taxable bond world
Infographic: Going Deeper for Income 
Jun. 4, 2013 ::
In a yield-challenged environment, investors are tapping into a broad range of fixed-income sectors.
Market Memo: High yield keeps on humming 
May 7, 2013 :: Mark E. Durbiano
Fundamental and technical factors are driving a surprising rally
FedWatch: Fed to markets—we've got your back 
May 1, 2013 :: Donald T. Ellenberger
The only surprise at this week's meeting is policymakers hinted more QE is possible
Fed Watch: Weakening likely puts off QE tapering talk 
Apr. 29, 2013 :: Donald T. Ellenberger
Policymakers free to stick with aggressive easing amid slow job gains and low inflation
Another Option for Yield 
Apr. 25, 2013 :: B. Anthony Delserone Jr.
What role can leveraged bank loans play in a portfolio? Senior Portfolio Manager Tony Delserone offers his thoughts and discusses the market environment.

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