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.

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

Separately managed accounts (SMAs) have been around for over 50 years. Here’s what you need to know to determine if one is a good fit for your clients.

Whatever the exact cause of recent volatility, the more significant point is that it was an opportunity to add credit risk amid a positive outlook.

While investors grapple with economic crosscurrents, U.S. corporate earnings remained positive, maintaining our base positioning...