Insights

3 minute read

The U.S. Treasury’s plan to buy back some of its securities should have many benefits.

3 minute read

General Electric's split sheds light on the potential for value creation. 

5 minute read

Historically, the last leg toward a given inflation target has often been the most difficult.

5 minute read

Is the equity market rally inconsistent with Fed policy?

2 minute read

The Fed's dot plot held the intrigue at the FOMC meeting.

2 minute watch

Investors should think constructively about the “Maturity Wall.”

2 minute read

China must address its faltering economy with much more fiscal stimulus.

1 minute watch

The expectation of rate cuts makes corporate bonds an attractive opportunity.

7 minute read

Magnificent Seven continue to outperform.

2 minute watch

The Fed will look closely at inflation numbers before making any cuts.

1 minute watch

Income and duration lead total return potential.

3 minute read

New investment-grade corporate bond issuance is pouring into the market.

35 minute listen

2024 outlook: Part 1.

27 minute listen

2024 outlook: Part 2.

2 minute watch

Widening spreads could provide a step back into high yield.

60 minute watch

The presidential election, geopolitical risks and Fed moves are things to watch in 2024.

5 minute read

What we got right…and wrong…in a volatile year.

2 minute watch

A weaker economy and earnings may impact the high-yield market.

1 minute watch

 The high-yield market saw a strong 2023.

2 minute read

Three things to watch in 2024.

2 minute watch

Despite the UAW strike, auto ABS remain strong.

2 minute read

The Fed now projects rate cuts in 2024, just not as many as the markets have.

2 minute watch

 A decline in rates could boost the short end of the yield curve.

3 minute read

Three things to watch in 2024.

7 minute read

As the economy slows across the board, the Fed is done hiking rates.

2 minute watch

 Opportunities remain to invest in credit card ABS.

3 minute read

We believe next year could present compelling opportunities within high yield.

3 minute read

Despite high rates, the large amount of maturing debt in the coming years is not a crisis.

2 minute read

The Fed didn't hike. That doesn't mean it's done.

3 minute read

After weathering the storm, the housing market is poised to boost growth despite Fed headwinds.

5 minute read

Being defensive in credit may mean a little pain for a bigger potential gain. 

2 minute watch

More housing should increase affordability.

3 minute read

Evidence suggests the move up in longer yields is nearing an end.

1 minute watch

Mortgage-backed securities may become more attractive relative to credit.

3 minute watch

As the Fed continues quantitative tightening, spreads widen.

2 minute read

The Fed opts against raising rates, but doesn't rule out another hike this year.

2 minute read

They've stabilized somewhat but still face pressures.

3 minute read

Rhetorically speaking, China may have long Covid.

3 minute read

Senior Portfolio Manager R.J. Gallo can think of seven reasons.

2 minute read

With the impact of its tightening still not apparent, the Fed opted for another modest rate hike. 

3 minute watch

High inflation hurts everyone.

4 minute read

Consensus has taken a beating but is still standing.

3 minute read

MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.

5 minute read

Defensive positioning didn’t hurt the first half. In the second half, it may help.

2 minute watch

A mild recession may be inevitable.

6 minute read

Don’t fight the Fed. Don’t fight the tape either.

2 minute read

The Fed skipped a rate hike but suggested more could come. 

3 minute read

Our southern neighbor is firing on all cylinders.

2 minute read

And the case for bond returns is getting stronger.