Credit Keeps on Truckin', Mortgages Ride the Struggle Bus Credit spreads keep on tightening to some of the richest levels we've observed over 25-plus years of index data from Bloomberg and the Intercontinental Exchange (ICE) — and we're looking elsewhere for relative value.
Portfolio Construction Report Card - Don't Insist on Straight A's B-B-Beware of avoiding BBBs! BBB-rated credit can offer compelling opportunities in a diversified portfolio
December 2024 Monthly Market Monitor As widely anticipated, the Federal Reserve lowered the fed funds rate by 25 basis points (bps) at the November Federal Open Market Committee (FOMC) meeting.
November 2024 Monthly Market Monitor U.S. Treasury yields edged higher throughout October, driven by economic data that largely exceeded expectations.
November 2024 Credit Keeps on Truckin', Mortgages Ride the Struggle Bus Credit spreads keep on tightening to some of the richest levels we've observed over 25-plus years of index data from Bloomberg and the Intercontinental Exchange (ICE) — and we're looking elsewhere for relative value.
October 2024 Monthly Market Monitor During September, fixed income markets were primarily focused on the September 18 Federal Open Market Committee (FOMC) meeting.
September 2024 Monthly Market Monitor In a speech at the Jackson Hole Economic Symposium on August 23, Fed Chair Jerome Powell signaled that rate cuts will likely commence...
