Fixed Income Perspectives: The Fed pivoting to a pause, not to cuts
Eyes remain firmly on the Federal Reserve, which has engineered a landscape of materially higher real and nominal rates.
Strains in parts of the financial system have prompted the Federal Reserve to trim back tightening plans.
Political brinksmanship over the debt limit is poised to push the Treasury to the edge.
A tight labor market is keeping the Fed in a rate-hiking mode.
Eyes remain firmly on the Federal Reserve, which has engineered a landscape of materially higher real and nominal rates.
Look under the hood of sizzling headline inflation, and you’ll see it starting to cool.
Shifts in the mortgage landscape are creating a compelling opportunity in GNMAs, which currently offer attractive relative value.
Securitized credit isn’t complicated. It’s an investment involving predictable consumer behaviors that have fueled economic growth for generations.
Floating-rate income and the secured nature of senior loans may provide a valuable defense against both rising rates and higher default risk for investors able to stomach short-te
Jeff Dutra, CFA, Senior Portfolio Manager of Structured Finance, recently sat down with Greg Goodson, CFA, Portfolio Specialist of Fixed Income, to discuss the current state of the Agency MBS marke
Following the bond market’s recent beating, term yields have already priced in aggressive Fed rate hikes, positioning core bonds to effectively diversify credit risk.
Following the bond market’s recent beating, term yields have already priced in aggressive Fed rate hikes, positioning core bonds to effectively diversify credit risk.
Strong funded ratios and higher interest rates are prompting many corporate pension plan sponsors to shift assets to LDI strategies.
With tapering worries in the rearview, attention has returned to the inflationary environment.