Insights

2 minute watch

More goes into the bond selection process than price.

2 minute watch

Congress’s choice to maintain or lapse the TCJA could impact munis.

3 minute watch

Municipal bonds are priced with tax protection in mind.

2 minute watch

Investors may balance the dramatic outperformance of a select few stocks with a diversified portfolio. 

1 minute watch

The Fed is historically reticent to change policy before an election.

2 minute watch

Rates won’t be higher forever.

1 minute watch

It could be years before the Fed reaches its 2% target.

2 minute watch

Investors should think constructively about the “Maturity Wall.”

2 minute watch

The Fed is in no rush to cut rates.

1 minute watch

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

1 minute watch

The end of rolling recessions bodes well for risk assets.

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.

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.

2 minute watch

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

2 minute watch

 Investors and markets differ in their expectations for rate cuts.

1 minute watch

 The high-yield market saw a strong 2023.

2 minute watch

Despite the UAW strike, auto ABS remain strong.

3 minute watch

Consumer spending may be value based in 2024.

1 minute watch

 Experiences are trumping big-ticket items this holiday season.

3 minute watch

European equities are priced for pessimism; U.S. equities are not.

2 minute watch

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

3 minute watch

Investors must consider timing when evaluating opportunities abroad.

3 minute watch

The Fed is seeing the results it hoped for.

2 minute watch

 Opportunities remain to invest in credit card ABS.

2 minute watch

The 2024 presidential election could trigger an end-of-year rally.

2 minute watch

 Dividends are working, even when out of favor.

4 minute watch

Dividend performance follows a natural rotation.

2 minute watch

International dividend payers have come through a lost decade.

2 minute watch

More housing should increase affordability.

2 minute watch

Investors may want to take a fresh look at the dividend investing space.

1 minute watch

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

3 minute watch

As the Fed continues quantitative tightening, spreads widen.