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Fixed Income Insights
Mortgage-backed securities: Priced for imperfection?
Curated content for RIAs.
Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs explain why they believe key risks are now largely priced in to fixed income markets, with selective areas – particularly mortgage-backed securities (MBS) – presenting an opportunity to provide favorable rick-adjusted returns.
Fixed Income Insights
Fixed Income Insights: Key Convictions 1Q23
This piece is approved to use with clients.
Market insights at a glance. On the heels of a turbulent 2022, valuations for fixed-income have not been this attractive in a long time.
Fixed Income Insights
Making Sense of Different Signals
Curated content for RIAs.
The Franklin Templeton Investment Solutions team explains why high-yield bonds and equities look bearish in the short-term but bullish over the long-term. In this article, they provide their rationale behind these opposing views.
Fixed Income Insights
A rough year in muni markets, yet reasons for optimism
This piece is approved to use with clients.
While 2022 was a challenging year for the muni-bond market, 2023 is setting up for more positive momentum, according to Franklin Templeton Fixed Income Municipal Bond Director Ben Barber. Read the team’s views on the year ahead.
Regulatory Education
2022 Financial Planning Limits and Tax Rate Schedules
Curated content for RIAs.
Addressing the complexities of financial planning can be difficult.To help, Janus Henderson has created a guide to assist with: 2022 Tax Rate Schedules Comprehensive Income Tax Exemptions and Deductions Social Security Planning Coverage and Limits Medicare, Health Care and Retirement Plan Limits Estate and Gift Tax Planning Amounts Education Credits and Deductions Investment Planning