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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.
Portfolio Construction Insights
8 Actionable Ideas for Financial Advisors Today
This piece is approved to use with clients.
Today’s financial advice environment is complex, with large sums of cash on the sidelines and nervousness among clients rising. Some clients don’t want to miss the market bounce, but they are equally aware of a global recession, inflation, and profit declines. The current conditions are ripe for errors, providing a potential opportunity for advisors to add value.
Portfolio Construction Insights
Portfolio Diagnostics Report - Shifting Gears - Moving to a Goals Based Fixed Income Strategy
Traditional lines in fixed income investing have been blurred by low rates and a proliferation of new strategies. As a result, what was once a fairly straightforward asset class aimed at providing capital preservation and income, is now disorienting for many investors.
Portfolio Construction Insights
2022 Trends and Opportunities
Curated content for RIAs.
Reflation and Inflation: Survival Guide for an(other) unprecedented year.
Goals/Needs-Based Investing
[Infographic] - Trailing vs Rolling Returns
This piece is approved to use with clients.
Understanding different ways to look at portfolio returns can help investors select more consistent investment strategies.
Goals/Needs-Based Investing
[Infographic] - Arm Your Portfolio
How to mitigate the risk of large losses during unforeseen market events.
Goals/Needs-Based Investing
Math Matters: 4 Principles to help You Meet Your Financial Goals
This piece is approved to use with clients.
Learn the four math principles investors can take advantage of for successful goals-based investing.
Fixed Income Insights
Market GPS: Fixed Income Perspectives
Featuring the latest quarterly insights from our investment teams:
- Rising bond yields - a validation of recovery or a challenge?
- Don’t fight the wave of rising rates, surf it.
- Harvesting higher yields in today’s bond markets.
- ESG in credit investing: themes, considerations, and implementation.