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More to explore
2025 Fixed Income Outlook: Monetary and Fiscal Crosscurrents May Create Volatility, Yet Opportunity Persists
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
December 18, 2024
In an environment of modest growth and inflation, we believe 2025 could be favorable for fixed income investors.
Gradually, then Suddenly: Policy Proposals and the Deficit
by Kevin Lynyak, Managing Director; James Benadum, Director, Portfolio Manager
October 23, 2024
In part three of our series, we review major policy plans and budget deficit challenges posed by the US presidential candidates.
Look at Duration During Fed Rate Cutting Cycles
by Nicholas Stahelski, Vice President, Portfolio Manager
October 21, 2024
Find out why duration matters in the face of declining interest rates.
What Goes Up, Must Come Down: Mean Reversion in Commodities
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
October 8, 2024
Explore how a commodity portfolio can be built to emphasize diversification and rebalancing.
Dispelling Three Election Cycle Myths That Can Undermine Investment Success
by Greg Liebl, Director, Investment Strategy
September 10, 2024
Here we dispel three common myths about elections and investments, demonstrating why we think sticking to a long-term investment plan might be a better path to success than trying to predict political cycles.
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.
Gradually, then Suddenly: Financing the Nation’s Growing Debt
by Kevin Lynyak, Managing Director; James Benadum, Director, Portfolio Manager
August 26, 2024
In part two of our series, let’s examine Treasury market supply and demand.
Gradually, then Suddenly: US Debt and Deficits
by Kevin Lynyak, Managing Director; James Benadum, Director, Portfolio Manager
July 1, 2024
Ongoing budget deficits linger amid the post-COVID economic recovery. In part one of our series, let’s look at fiscal policy and Treasury debt.
Parametric Responsible Investing
by Gwen Le Berre, Director, Responsible Investing; Jennifer Sireklove, Managing Director, Investment Strategy
July 1, 2024
The right mix of portfolio construction and active ownership can help responsible investors filter out the noise around ESG and tune in on what matters.
Midyear Fixed Income Outlook: Solid but Slowing, a Favorable Environment for Fixed Income
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
June 21, 2024
Economic resilience and the year-to-date increase in yields may simply prolong and enhance what we see as an attractive opportunity in fixed income.
Midyear Commodity Outlook: Are Higher Rates Masking Tight Inventories?
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
June 10, 2024
Learn why the level of inventories can have a big impact on commodity prices, and relatively low inventories can lead to higher volatility across commodity markets.
Can Tight Spreads Still Deliver Excess Returns?
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Kevin Lynyak, Managing Director
May 31, 2024
Here’s why we believe that even at current tight spread levels, investing in corporate bond ladders may continue to offer a total return advantage over time in most economic environments.
What Is Impact Investing?
by Gwen Le Berre, Director, Responsible Investing; Lauren Kashmanian, Director, Portfolio Management and Responsible Investing
April 22, 2024
Impact investing may be the key to generating measurable social or environmental benefits while also fueling healthy financial return.
2024 Responsible Investing Outlook: Moving Climate and Diversity Efforts Forward Against the ESG Backlash
by Gwen Le Berre, Director, Responsible Investing
January 22, 2024
After two years of public debate and political backlash against ESG, what’s next for responsible investors in 2024?
2024 Commodity Outlook: Peak Rates and Inflation Give Way to a Sustainable Future
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
January 8, 2024
Read why we think commodities belong in a well-diversified portfolio, even after interest rates and inflation have peaked.
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.