Fixed income
-
Dispelling today’s four common bond investing myths
Avoid these four bond investing mistakes by focusing on data over false narratives.
Read more -
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.
Read more -
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.
Read more -
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.
Read more -
Inflation and floating-rate loans: is 2021 the year for lift-off?
With a variety of inflation concerns and a near-record amount of negative-yielding debt, it makes sense now to consider a floating-rate fund for your portfolio.
Read more -
Four types of risk in global fixed income
In our view, risk management is an essential skill of experienced fixed-income managers and the key to seeking income and preserving wealth for investors regardless of the market cycle.
Read more -
Floating-rate funds: why now?
With interest rates near zero or negative throughout much of the world, why should investors looking for yield turn to floating-rate notes? It turns out they provide meaningful yield and senior credit standing while planting the seeds for protection against eventual inflation and rising rates.
Read more -
After the turnaround, where to? How to look at bonds now
While much of the bond market value resulting from the pandemic-related sell-off has been captured, portfolios can still pursue yield and value with solid bottom-up analysis.
Read more -
Revenue streams drying up? Municipal bonds in the pandemic
The pandemic isn't treating all municipal bonds equally. This piece examines a number of municipal obligations and their varying levels of support.
Read more -
Bond market liquidity and the dash to cash: making sense of the current environment
The massive selling in many segments of the fixed-income market has led to valuations not seen in more than a decade. We take a closer look at the forces in play and the opportunities that have been created.
Read more