Highlights from the week of October 11 – October 17, 2024.

For decades, convertibles have produced equity-like performance with lower volatility – and accelerated new issuance at favorable terms only adds to the appeal.

With the rotation toward value supported by sustainable catalysts, now is a good time to consider rebalancing portfolios.

As we head into the election’s final stretch, our experts discuss what matters to markets and how the economy can possibly survive past November 5th.

With tight spreads and a steepening yield curve, we see the most value in lower-beta spread products and high-quality securitized assets.

Cash has a place in portfolios, but bonds are a better choice for locking in yields, boosting return potential and providing diversification benefits.

The yield curve flipped in anticipation of rate cuts, but that doesn’t mean a recession is imminent. To the contrary, we’re excited about opportunities tied to higher-income consumers and consumer staples, among others. 

Assessing stocks through the lens of excess capital formation can help investors avoid value traps and identify high-quality stocks.

A modest allocation to a bond fund that invests across many sectors and isn’t tied to traditional bonds may help reduce risk and boost return potential.

While recent cracks in consumer spending bear monitoring, consumers (and the fixed income sectors they help propel) are still well positioned.