Insights

2 minute watch

2025 will come with clarity on interest rates and politics.

3 minute watch

Prepare for volatility leading up to the election before a year-end rally.

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The outlook for money market funds remains buoyant.

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More goes into the bond selection process than price.

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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.

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

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Investors should think constructively about the “Maturity Wall.”

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The Fed is in no rush to cut rates.

1 minute watch

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

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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.

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 Investors and markets differ in their expectations for rate cuts.

1 minute watch

 The high-yield market saw a strong 2023.

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Despite the UAW strike, auto ABS remain strong.

3 minute watch

Consumer spending may be value based in 2024.

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 Experiences are trumping big-ticket items this holiday season.

3 minute watch

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

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

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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.

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

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 Dividends are working, even when out of favor.