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.
Seeking to Achieve Optimal After-Tax Yields with Bond Ladders
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
March 27, 2024
Gross returns matter, but after-tax returns can matter more for bond investors seeking reliable income. See how to build a portfolio with the potential to enhance both.
2024 Fixed Income Outlook: A Happy New Year for Bonds
by Evan Rourke, Director, Portfolio Management; Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
December 18, 2023
Delayed market trends have investors wondering what will happen in 2024. Read why we think bond investors could have a happy new year.