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Fixed Income
January 21 2022
2022 Outlook . Markets/Economy .
Podcast Themes to watch, forecasts and potential surprises in 2022 January 21 2022

Our outlook across asset classes.

January 20 2022
2022 Outlook . Fixed Income .
Article High yield has more to give
January 20 2022

Ratings upgrades and rebounding economy create favorable backdrop.

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

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

January 14 2022
Fixed Income . Inflation .
Article 10 reasons inflation may stay elevated
January 18 2022

And if it does, the world becomes a more dangerous place for investors. 

January 24 2022
2022 Outlook . Fixed Income .
Article As the economy goes, so goes high yield
January 4 2022

Three things to watch in 2022.

January 11 2022
2022 Outlook . Fixed Income .
Article Navigating crosscurrents of Fed policy, growth and spreads
January 3 2022

Three things to watch in 2022.

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

We’re constructive based on several factors.

December 15 2021
Markets/Economy . Fixed Income .
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 . Fixed Income .
Article Walking the tightrope
December 15 2021

Three things to watch in 2022.

November 16 2021
Fixed Income . Liquidity .
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 . Fiscal Policy .
Article Road work ahead
November 10 2021

The infrastructure bill benefits municipalities and muni investors alike.

November 3 2021
Monetary Policy . Interest Rates .
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 . Fixed Income .
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 . Liquidity .
Article Student loan ABS, beyond the headlines
October 27 2021

Finding value in a frequently misunderstood sector.

November 10 2021
Fixed Income . Inflation .
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 . Liquidity .
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 . Markets/Economy .
Article Context is key
October 8 2021

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

October 21 2021
Fixed Income . Inflation .
Article Grinding it out
October 8 2021

Bond market plods ahead amid looming uncertainties.

January 24 2022
Fixed Income . Markets/Economy .
Article A high-yield pause that refreshed
September 2 2021

Brief summer lull didn't derail solid fundamentals.

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

Dividend-paying stocks offer value across sectors.

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

It depends on each company's pricing power.

August 4 2021
Responsible Investing . Fixed Income .
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 . Fixed Income .
Video Finding favor again
July 28 2021

Valuations suggest it's time to consider dividend stocks.

July 29 2021
Monetary Policy . Fixed Income .
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 . Fixed Income .
Video Is another taper tantrum possible?
July 27 2021

Bond markets can look to precedent for reassurance

July 19 2021
Fixed Income . Markets/Economy .
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 . Fixed Income .
Article It better be transitory
July 13 2021

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

July 13 2021
Inflation . Markets/Economy .
White Paper Inflation is here June 21 2021

What should investors do?

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

They continue to confound as growth surges and prices accelerate.

June 4 2021
Fixed Income . Markets/Economy .
Article High-yield fundamentals remain solid
May 18 2021

Asset class continues to offer investors favorable relative returns.

May 24 2021
Markets/Economy . Fixed Income .
Article Housing is not in a bubble
May 4 2021

A decade of disinvestment is causing affordability issues, not rampant speculation.

April 29 2021
Fixed Income . Politics .
Video How might Biden’s infrastructure plan affect munis?
April 29 2021

The municipal bond market stands to benefit from many of its components.

April 23 2021
Fixed Income . Politics .
Video How the Biden administration might impact munis
April 23 2021

Higher taxes should be good for higher value municipal bonds.

October 7 2021
Liquidity . Fixed Income .
Podcast Opportunities across the yield curve


April 21 2021

What’s the impact of new stimulus on the market and consumer?

April 16 2021
Fixed Income . Politics .
Video What does the American Rescue Plan mean for munis?
April 16 2021

New stimulus should be a tailwind for relative performance.

April 23 2021
Fixed Income . Interest Rates .
Article There's more than one way to generate alpha
April 7 2021

Rate strategies lead the way for bonds in challenging first quarter.

March 23 2021
Fixed Income . Interest Rates .
Article Strong tailwinds for high yield but ride may be bumpy
March 23 2021

A strengthening economy should smooth rising-rate headwinds.

March 29 2021
Fixed Income . Interest Rates .
Article Bond land far from homogeneous
March 22 2021

Rising yields mean different things for different sectors of the market.

April 7 2021
Interest Rates . Fixed Income .
Article The Fed is watching MORE than rates
March 18 2021

And broader markets are not sounding alarms.

May 21 2021
Equity . Inflation .
Article Escape velocity
March 12 2021

Yields are rising for the right reasons.

March 1 2021
Politics . Markets/Economy .
Article Far from over
March 1 2021

Now it's the Senate's turn to shape the Covid relief bill.

February 26 2021
Equity . Fixed Income .
Article Bubble bath
February 26 2021

There may be tiny bubbles but this is not the year 2000.

February 25 2021
Fixed Income . Markets/Economy .
Article Be vigilant and watch for vigilantes
February 17 2021

Inflation shouldn't be disruptive this year, but watch for surprises to the upside.

February 12 2021
2021 Outlook . Equity .
Infographic 2021 outlook February 16 2021

A return to normalcy and opportunities.

March 29 2021
Fixed Income . Coronavirus .
Video Seeking opportunities in a low-yield world
February 12 2021

Ongoing monetary, fiscal support amid emerging recovery make for a challenging search.

February 12 2021
Fixed Income . 2021 Outlook .
Video Inflation expectations on the rise
February 12 2021

Normalizing economic activity and wide-open fiscal and monetary spigots should lift prices higher.

February 5 2021
Fixed Income . 2021 Outlook .
Video Too early to worry about a taper tantrum
February 5 2021

A patient Fed means first pullback in asset purchases unlikely until 2022.

January 29 2021
Fixed Income . Politics .
Video Biden’s expected impact on fixed income
January 29 2021

A Democratic White House and Congress should feed fiscal expansion.

January 29 2021
Fixed Income . 2021 Outlook .
Video Why we’re constructive on munis
January 29 2021

Municipal credit quality should improve as the economy recovers.

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