From this author
Two in the Bush: Still Time to Lock in Long-Term Rates
by Evan Rourke, Director, Portfolio Management
September 4, 2024
Despite the allure of higher short-term rates in hand now, here’s why we think it makes sense to take on duration to limit reinvestment risk later.
Ending Another Cycle: What to Do with Rising Rates in Fixed Income
by Evan Rourke, Director, Portfolio Management
May 4, 2023
Read why following the Fed’s lead has historically delivered strong performance for fixed income investors.
Applying Tax-Loss Harvesting to a Fixed Income SMA
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
December 13, 2021
Can tax-loss harvesting strategies bolster your clients’ SMA portfolios in lower-yield scenarios?
Roll-Down Impact on Bond Returns
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
June 8, 2021
To maximize the benefit of a laddered strategy, investors should understand the impacts of a roll-down.
Why Muni Investors Should Go Long for Yield Despite Record Lows
by Evan Rourke, Director, Portfolio Management
August 11, 2020
Are record-low yields holding you back from investing in munis? Other metrics suggest you may be missing out.