Why we believe selective areas of fixed income – particularly mortgage-backed securities (MBS) – present an opportunity to provide favorable risk-adjusted returns.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Five key bond valuation metrics for financial professionals and portfolio managers.
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
Careful security selection and building resilience into credit portfolios will be key to navigating this part of the credit cycle.
Evidence of a collapse in inflation and impending economic downturn have potentially built conditions for strong returns from bonds in 2023.
In this 2023 outlook, John Kerschner assesses various fixed income sectors on their 2022 performance and discusses what we can expect from them in 2023.
In their 2023 outlook, Seth Meyer and John Lloyd look at the historical impact of an inverted yield curve on fixed income returns.
Following a challenging year, Greg Wilensky believes U.S. core fixed income is poised for better risk-adjusted returns in 2023.
Tom Ross explains that while high yield bond investors may need some inner strength to get past peak fear, 2023 may prove manageable if the economic downturn is shallow.
Calling the inflection point that signals the next leg of the cycle – the policy pivot – is the crux for markets. But what else do investors need to consider as we look to 2023? James Briggs explores.
Why collateralized loan obligations (CLOs) might be well aligned with a hawkish Fed.