Insights

How did 2018 tax reform impact the municipal bond market? Portfolio Manager Ann Ferentino explains.

Expect the Fed to fade and value to return to mortgage market.

Senior Portfolio Manager Daniel Peris outlines the reasons why investors should consider dividend investing even as rates rise and other income sources become attractive.

Macro pressures are exacerbating problem pockets, not spreading them.

Today's dividend stocks are all about the 'new' economy.

Inflation and rates may rise, but a surge is unlikely.

The Fed leader stood his ground, saying 'gradual' rate normalization remains the strategy.

Fundamental and long-term forces are shining a positive light on municipal bonds.

The Fed keeps rates within a range of 1.75-2%

While yields relative to Treasuries are below historical medians, high yield's higher coupon rate continues to lift returns.

When should we really worry about trade? Even the market isn't so sure.

Senior Portfolio Manager R.J. Gallo explains why municipal bonds have largely outperformed their taxable investment-grade counterparts in 2018.

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.

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.

An exit from the euro is unlikely but even if it comes, it's going to take a long time.

With all the talk of inflation's return to the U.S, the data has softened.

Fixed-income investors would be better served weighing the fundamentals.

An up-leg may be building for stocks, but watch those yields.

Senior Portfolio Manager Ihab Salib provides analysis of markets in Latin America and Africa.

The bias on rates remains up, just not as much.

Taxes have changed, but not the role of municipal bonds.

Geopolitics have been, uh, trumping fundamentals in the marketplace.

A favorable economic climate, the rise of new technologies and historical performance relative to large-cap stocks suggest it could be small-caps' time to shine.

The fundamentals remain favorable despite an aging cycle and rising rates.

Portfolio Manager Gene Neavin discusses how fundamentals remain solid for high-yield bonds, benefiting yield-seeking investors.

Senior Portfolio Manager Randy Bauer outlines how the limited interest rate risk and low volatility of ultra-short bonds can support investors, especially during periods of rising interest rates.