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2 minute read
2 minute watch
Investors should think constructively about the “Maturity Wall.”
1 minute watch
The expectation of rate cuts makes corporate bonds an attractive opportunity.
7 minute read
Magnificent Seven continue to outperform.
The Fed will look closely at inflation numbers before making any cuts.
Income and duration lead total return potential.
3 minute read
New investment-grade corporate bond issuance is pouring into the market.
27 minute listen
2024 outlook: Part 2.
35 minute listen
2024 outlook: Part 1.
Widening spreads could provide a step back into high yield.
60 minute watch
The presidential election, geopolitical risks and Fed moves are things to watch in 2024.
5 minute read
What we got right…and wrong…in a volatile year.
A weaker economy and earnings may impact the high-yield market.
The high-yield market saw a strong 2023.
Three things to watch in 2024.
Despite the UAW strike, auto ABS remain strong.
The Fed now projects rate cuts in 2024, just not as many as the markets have.
A decline in rates could boost the short end of the yield curve.
As the economy slows across the board, the Fed is done hiking rates.
Opportunities remain to invest in credit card ABS.
We believe next year could present compelling opportunities within high yield.
Despite high rates, the large amount of maturing debt in the coming years is not a crisis.
The Fed didn't hike. That doesn't mean it's done.
After weathering the storm, the housing market is poised to boost growth despite Fed headwinds.
Being defensive in credit may mean a little pain for a bigger potential gain.
More housing should increase affordability.
Evidence suggests the move up in longer yields is nearing an end.
Mortgage-backed securities may become more attractive relative to credit.
3 minute watch
As the Fed continues quantitative tightening, spreads widen.
The Fed opts against raising rates, but doesn't rule out another hike this year.
They've stabilized somewhat but still face pressures.
Rhetorically speaking, China may have long Covid.
Senior Portfolio Manager R.J. Gallo can think of seven reasons.
With the impact of its tightening still not apparent, the Fed opted for another modest rate hike.
High inflation hurts everyone.
4 minute read
Consensus has taken a beating but is still standing.
MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.
Defensive positioning didn’t hurt the first half. In the second half, it may help.
A mild recession may be inevitable.
6 minute read
Don’t fight the Fed. Don’t fight the tape either.
The Fed skipped a rate hike but suggested more could come.
Our southern neighbor is firing on all cylinders.
And the case for bond returns is getting stronger.
After one of the worst years ever for bonds, what might lure back investors who bailed?
Opportunities as varied as countries that fall under the emerging markets umbrella.
Munis may see heightened demand this year.
43 minute listen
Stubborn inflation, strong consumption data and a robust labor market are clouding the economy’s path.
Bond markets are caught in a variety of crosswinds.
Investors may find value in high-quality bonds.
Volatile markets can offer opportunities.
Banking sector turmoil has raised recession risks.
Fed Chair Powell made the case for another quarter-point hike amid the banking turmoil.
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