Fixed Income

Highlights from the week of April 5 – April 11, 2024

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

The recent move higher in rates presents an attractive entry point for ratcheting up fixed income allocations, even as spreads have tightened.

With yields materially higher as a result of elevated rates, high-quality markets such as U.S. investment grade corporate bonds offer attractive income.

Harnessing the full potential of working women could drive faster GDP growth, alleviate wage pressures and address the labor supply challenge as the U.S. ages.

When it comes to rate cuts, the trend matters more than the “when,” and current market dynamics point to a continued environment of solid growth and cooling inflation.

NYCB downgrade isn’t rattling other financials or credit markets, and showcases the opportunity in private lenders.

The lower outlook by Moody’s, just months after Fitch's downgrade, reflects the rating agency’s concerns over the United States' long-term fiscal stability, but the impact on bonds should be near zero.

Bond investing isn’t baseball—a swing and miss can lose money. It’s the difference between consistently good, not occasionally great, performance.

Is now the time to reduce the cash allocation in your portfolio? History shows that the best entry points for bonds are often before the Fed starts cutting rates.