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Fixed Income Insights
Views on the Dynamic Post-Pandemic Trading Environment
This piece is approved to use with clients.
Our global fixed income trading team provides valuable insights that inform the positioning in our fixed income portfolios.
Fixed Income Insights
An Early Spring Awakening in Munis
This piece is approved to use with clients.
Turbulence for municipals may present opportunities, and we believe that credit research is of increasing importance.
Fixed Income Insights
TIPS Attractive Amid Potential for Upside Inflation Surprise
TIPS are attractive because inflation could exceed the widely anticipated increase in consumer prices later in 2021.
Policy and Regulatory Commentary
The rotation in stocks may not be over
Small caps, value, and non-US stocks may continue to benefit from Fed policy.
Policy and Regulatory Commentary
Biden Win Might Bring Mixed Outlook for Investors
Additional fiscal stimulus likely, tax hikes uncertain.
Policy and Regulatory Commentary
Bouts of Volatility Possible as Ballot Tally Continues
Amid uncertainty, we are identifying opportunities for clients.
Goals/Needs-Based Investing
Market Timing Whiplash
This piece is approved to use with clients.
When Market Experts Disagree