Our global fixed income trading team provides valuable insights that inform the positioning in our fixed income portfolios.
Insights to help investors can get the most out of their retirement savings.
High yield bonds may be an attractive option for investors looking for yield in the post coronavirus environment.
We believe bank loans can potentially add value as a strategic allocation in various market environments.
Flexibility and a multi-sector approach, in our view, are key components of fixed income management in the current market.
The eurozone's post-COVID recovery is set to be slower and more painful than China's.
Turbulence for municipals may present opportunities, and we believe that credit research is of increasing importance.
The trends of rising global bond yields and interest rate volatility are likely to continue in fixed income markets.
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the everpresent sting of taxes and expenses in trust–owned portfolios. Did you know that trusts can benefit from the same features that individuals find in annuities? Namely, tax deferral,* income control, and diversified investment options. On the next few pages, we’re going to walk through three phases of trust planning (accumulation, distribution, and post-death planning) and show the many ways that a trust-owned annuity can be a powerful planning tool.
Fed policymakers will not tighten monetary policy until inflation remains above 2% and job gains are robust.