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Fixed Income
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.

January 12 2022
Fixed Income .
Article Local attractions
January 18 2022

Munis may hit bumps on the Fed's path but should have much to offer in 2022.

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. 

January 25 2022
2022 Outlook .
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 4 2022
2022 Outlook .
Video Outlook on high-yield and loan markets
December 29 2021

We’re constructive based on several factors.

December 15 2021
Markets/Economy .
Video Opportunities in multi-asset, high-yield and bank-loan markets
December 15 2021

Several paths to pursue more yield in short-duration bonds.

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 8 2021
Fixed Income .
Article Context is key
October 8 2021

Recent moves in bond yields make sense with a closer look.

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.

September 8 2021
Fixed Income .
Video Emerging from the wilderness
August 19 2021

Dividend-paying stocks offer value across sectors.

August 10 2021
Fixed Income .
Video Are dividend stocks positioned for inflation?
August 10 2021

It depends on each company's pricing power.

August 4 2021
Responsible Investing .
Article Bonds can play a key role in ESG investing
August 4 2021

Holding debt can be an effective complement to owning stocks. 

August 17 2021
Markets/Economy .
Video Finding favor again
July 28 2021

Valuations suggest it's time to consider dividend stocks.

July 29 2021
Monetary Policy .
Article Talking taper, but not much else
July 28 2021

While curtailing bond purchases were discussed, the FOMC today offered little additional insight.

July 27 2021
Markets/Economy .
Video Is another taper tantrum possible?
July 27 2021

Bond markets can look to precedent for reassurance

July 19 2021
Fixed Income .
Article Muni story remains a good one
July 19 2021

Improving credit dynamics and rising demand make for solid 1-2 punch.

August 4 2021
Inflation .
Article It better be transitory
July 13 2021

Bond market is priced, somewhat, for the Fed to get inflation right.

July 13 2021
Inflation .
White Paper Inflation is here June 21 2021

What should investors do?

July 9 2021
Inflation .
Article What's (not) up with long-term yields?
June 8 2021

They continue to confound as growth surges and prices accelerate.

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