Fixed income
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Three overlooked opportunities in today’s markets
What do central banks, commodity producers, and emerging markets have in common? They may harbor overlooked opportunities for investors willing to look beyond consensus views.
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The high-yield market isn't signaling a recession
Through interest-rate volatility and higher inflation so far in 2022, we haven't seen a reason to abandon high yield. If anything, the higher-quality segment of this market could help boost a portfolio's risk-adjusted return potential.
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Despite macro challenges, emerging-market high-yield credit shows potential
There's been no shortage of challenges this year in fixed income. But we believe today's valuations in high-yield emerging-market credit may represent an attractive entry point for investors. See why.
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Despite crosswinds, municipal bonds see a runway for opportunity
Historically, municipal bonds have delivered strong performance following periods of market stress. We explore the fundamentals that may support muni bond markets in the second half of 2022.
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Higher municipal bond yields point to a compelling opportunity
With solid fundamentals and yields in the municipal bond market now more than double where they began the year, now may be the perfect time for investors to consider a tax-advantaged strategy.
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No home field advantage: why a local currency EMD allocation may not reduce portfolio risk
Local currency emerging-market debt has grown in popularity over the past decade. But does the segment offer the kind of downside protection and diversification benefits many investors are seeking? We take a closer look.
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Dispelling today’s four common bond investing myths
Avoid these four bond investing mistakes by focusing on data over false narratives.
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Commercial real estate: it's always darkest before dawn
A comparison of the commercial real estate market after the financial crisis and in the pandemic. We look at different sectors of the market and consider opportunities in securitized debt.
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Rising inflation is no reason for investors to head for the sidelines
Higher rates of inflation and a steeper yield curve may have captured headlines, but it's not all bad news. We take a closer look at the implications and emerging opportunities for fixed-income investors.
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Infrastructure, taxes, and technicals: factors that support muni bonds now
Political change in Washington has given way to an avalanche of recovery funds for states, a much-needed infrastructure spending plan for the nation, and expectations for higher taxes. This amounts to welcome news for muni bond investors.
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