Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.
Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.
Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.
Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.
See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.
Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.
Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.
Portfolio Manager Jack Janasiewicz discusses the equity market’s November pivot, signs of deflation, the Fed’s two-sided risks, and policy changes in China.
Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.
Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.
As rising rates and inflation lead to fears of recession, there are steps investors can take to make fixed income holdings more resilient within their bond portfolios.
Portfolio Manager Jack Janasiewicz explains how the strong dollar, global energy shock, and no end in sight for rate hikes are roiling the capital markets.
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.
As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.
The pause in student loan payment requirements in March 2020 created a unique investment opportunity for borrowers who wanted to put their savings to work.
With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?
Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.
If the Federal Reserve is no longer buying bonds, what happens to bond prices?
Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.
Allocations in advisors’ moderate models reflect disenchantment with growth stocks and growing concern about rising rates and inflation.
Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.