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Fixed Income Insights
Return of the Bond Market: Better Income Opportunities?
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Most investors incorporate bonds into a portfolio to provide diversification. Unfortunately, a smoother return path has not held true in recent years. But now the market has recalibrated, and yields have reset higher. Higher yields mean higher future returns. And for the first time in a while, you can make the argument that bonds provide true competition to stocks.
Fixed Income Insights
Global Bond Market Update: Reaching the Peak
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Bond performance turned positive to end 2022 while inflation moderated and the pace of rate hikes slowed. But interest rate volatility likely will persist in 2023, as monetary policy and recession fears may dictate returns.
Fixed Income Insights
The Next Generation of Fixed Income - Tax Loss Harvesting
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Taxes matter to a bond investor’s bottom line. That’s why we’ve brought a digital, high-speed solution to fixed-income active tax management. By continually optimizing separately managed accounts to identify opportunities to harvest losses and by efficiently reinvesting the proceeds in tax-favorable opportunities, automated tax management has the potential to add more than 90 basis points to after-tax returns in some years, according to our in-depth analysis.
Macroeconomic & Geopolitical
Direct Democracy On The Ballot: 2022 Ballot Initiatives
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In addition to control of Congress, voters will decide hundreds of ballot initiatives this November.
Macroeconomic & Geopolitical
Jackson Hole Comments Contribute to Stock Decline, U.S. Jobs Market Expected to Remain Strong
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Investors give about a 65% chance of a 0.75% Fed rate hike in September. The U.S. jobs report on Friday is expected to show 3.5% unemployment and 300,000 jobs added.
Macroeconomic & Geopolitical
MarketScape: Inflation May Have Peaked, but Uncertainty Looms
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Stocks have rebounded on signs that U.S. inflation may have peaked, but investors face potentially muted returns while the risk of sticky inflation remains.