Insights

Explore Insights

Fixed Income
February 23 2024
Fixed Income .
Video

1 minute watch

In the driver’s seat
February 23 2024

Income and duration lead total return potential.

February 5 2024
Fixed Income .
Article

3 minute read

What's going on with IG corporate bonds?
February 6 2024

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

January 26 2024
2024 Outlook .
Podcast

27 minute listen

Surprises to come


January 25 2024

2024 outlook: Part 2.

January 26 2024
2024 Outlook .
Podcast

35 minute listen

Progress over perfection


January 25 2024

2024 outlook: Part 1.

January 23 2024
Fixed Income .
Video

2 minute watch

Enter here
January 23 2024

Widening spreads could provide a step back into high yield.

January 19 2024
2024 Outlook .
Video

60 minute watch

Get your popcorn ready


January 19 2024

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

January 19 2024
Fixed Income .
Article

5 minute read

Holding serve
January 19 2024

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

January 18 2024
Fixed Income .
Video

2 minute watch

Caution signs
January 19 2024

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

January 11 2024
Fixed Income .
Video

1 minute watch

Defying expectations
January 11 2024

 The high-yield market saw a strong 2023.

December 19 2023
2024 Outlook .
Article

2 minute read

All about inflation
January 3 2024

Three things to watch in 2024.

December 21 2023
Fixed Income .
Video

2 minute watch

Hit the gas
December 21 2023

Despite the UAW strike, auto ABS remain strong.

December 14 2023
Monetary Policy .
Article

2 minute read

Meeting the markets halfway
December 13 2023

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

December 8 2023
Fixed Income .
Video

2 minute watch

Short and sweet
December 8 2023

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

December 8 2023
2024 Outlook .
Article

3 minute read

Bonds are back in the black!
December 5 2023

Three things to watch in 2024.

December 1 2023
Markets/Economy .
Article

7 minute read

Stick a fork in it
December 1 2023

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

December 1 2023
Fixed Income .
Video

2 minute watch

Credit crunch
December 1 2023

 Opportunities remain to invest in credit card ABS.

November 21 2023
Fixed Income .
Article

3 minute read

Don't call it a comeback...yet
November 21 2023

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

November 15 2023
Fixed Income .
Article

3 minute read

Manageable maturities
November 14 2023

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

November 2 2023
Monetary Policy .
Article

2 minute read

A focused Fed
November 1 2023

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

October 19 2023
Markets/Economy .
Article

3 minute read

A roof over its head
October 19 2023

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

October 26 2023
Fixed Income .
Article

5 minute read

Better early than late
October 10 2023

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

October 4 2023
Fixed Income .
Video

2 minute watch

Supply versus demand
October 4 2023

More housing should increase affordability.

September 28 2023
Fixed Income .
Article

3 minute read

This pain should pass
September 29 2023

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

September 27 2023
Fixed Income .
Video

1 minute watch

Finding new value
September 27 2023

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

September 22 2023
Fixed Income .
Video

3 minute watch

From buyer to seller
September 22 2023

As the Fed continues quantitative tightening, spreads widen.

September 20 2023
Monetary Policy .
Article

2 minute read

Proceeding carefully
September 20 2023

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

August 24 2023
Fixed Income .
Article

2 minute read

Banks aren't totally out of the woods yet
August 24 2023

They've stabilized somewhat but still face pressures.

August 8 2023
International/Global .
Article

3 minute read

The case against China
August 8 2023

Rhetorically speaking, China may have long Covid.

August 3 2023
Fixed Income .
Article

3 minute read

Why the climb in long yields isn't likely to last
August 3 2023

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

July 26 2023
Monetary Policy .
Article

2 minute read

Middle ground
July 26 2023

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

July 20 2023
Fixed Income .
Video

3 minute watch

The path to 2%
July 20 2023

High inflation hurts everyone.

July 14 2023
International/Global .
Article

4 minute read

If everyone is surprised is it really a surprise?
July 17 2023

Consensus has taken a beating but is still standing.

July 21 2023
Markets/Economy .
Article

3 minute read

Don't forget Mac and Mae
July 17 2023

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

July 13 2023
Fixed Income .
Article

5 minute read

Time, we believe, is on our side
July 11 2023

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

July 11 2023
Inflation .
Video

2 minute watch

History as a guide
July 7 2023

A mild recession may be inevitable.

June 30 2023
Fixed Income .
Article

6 minute read

'You don't have to tell me 15 times'
June 30 2023

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

June 14 2023
Markets/Economy .
Article

2 minute read

Preparing for the next step
June 14 2023

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

June 7 2023
International/Global .
Article

3 minute read

Oh, Mexico!
June 7 2023

Our southern neighbor is firing on all cylinders.

June 13 2023
Fixed Income .
Article

2 minute read

Bonds are (still) back
May 18 2023

And the case for bond returns is getting stronger.

May 16 2023
Fixed Income .
Infographic

2 minute read

Bailed on bonds May 15 2023

After one of the worst years ever for bonds, what might lure back investors who bailed?

May 30 2023
Fixed Income .
Article

3 minute read

EM isn't a blanket growth story
May 4 2023

Opportunities as varied as countries that fall under the emerging markets umbrella.

May 2 2023
Fixed Income .
Video

1 minute watch

Back in business
May 2 2023

Munis may see heightened demand this year.

April 28 2023
Markets/Economy .
Podcast

43 minute listen

Putting the inflation genie into its lamp


April 26 2023

Stubborn inflation, strong consumption data and a robust labor market are clouding the economy’s path.

April 28 2023
Fixed Income .
Video

1 minute watch

Choppy waters
April 25 2023

Bond markets are caught in a variety of crosswinds.

April 28 2023
Fixed Income .
Video

2 minute watch

On the upswing
April 21 2023

Investors may find value in high-quality bonds.

May 30 2023
Fixed Income .
Article

5 minute read

Picking our spots
April 14 2023

Volatile markets can offer opportunities.

April 28 2023
Fixed Income .
Video

1 minute watch

Strains in the system
April 13 2023

Banking sector turmoil has raised recession risks.

April 28 2023
Monetary Policy .
Article

3 minute read

Balancing act
March 22 2023

Fed Chair Powell made the case for another quarter-point hike amid the banking turmoil.

April 28 2023
Fixed Income .
Article

3 minute read

This is not 2008!

March 15 2023

But banking issues brought to the fore this week are discomforting.

April 28 2023
Equity .
Video

2 minute watch

Slow and steady wins the race
March 3 2023

The words of the day are “caution” and “patience.”

DISCLOSURES

2286264188