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Fixed income program

Showing 10 of 34 Insights Posts
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Battle for the supply side of the economy: US election implications

Starkly different policy agendas from Biden and Trump are examined in terms of how they may affect the supply side of the US economy. 

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event June 2024
5 min
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1434721875
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Why an impact lens is an important tool in the fixed income investor's arsenal

Campe Goodman, Will Prentis and Oyin Oduya discuss how an impact lens can be an important tool in the fixed income investor's arsenal. 

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event April 2024
4 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1300497464
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The Fed’s lessons learned from its COVID response

Fixed Income Portfolio Manager Brij Khurana breaks down the central bank's policy decisions during the pandemic and explains how they continue to affect financial markets.

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event April 2024
6 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

FOMC: Stable policy amid market volatility

The Fed is holding steady amid market turmoil. See our quick notes on the FOMC's March policy statement, forecasts, and the Fed chair's press conference. 

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event March 2024
Quick Take
2025-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1359344663
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Agency MBS key questions for 2024

Is there room for mortgage spreads to tighten further? Brian Conroy and Joseph Marvan examine this and seven other questions that will be significant for the agency MBS market in 2024.

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event March 2024
Quick Take
2025-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
645912480
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Is the US economy really that different since COVID?

US economists have been touting the resilience of the post-COVID economic rebound. Brij Khurana dissects several key economic indicators to see what's really changed since 2019. 

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event March 2024
Article
2025-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
641607690
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

5 reasons to be active in fixed income

Actively managed fixed income portfolios have several distinct advantages over passive approaches.

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event March 2024
Whitepaper
2025-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1370499454
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Too much focus on Fed, not enough on fiscal

Current US fiscal and monetary policy stances argue for risk taking in fixed income.

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event February 2024
Article
2025-02-07
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Top 5 fixed income ideas for 2024

With central banks set to pivot to accommodative policy, and elevated yields still prevailing, we think fixed income offers compelling opportunities. Here we share our top five ideas.

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event February 2024
Quick Take
2025-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

CLOs: 4 hot topics

Bank demand, net supply, the cycle for broadly syndicated loans, and loan fundamentals will be front and center for CLO investors in 2024.

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event February 2024
Quick Take
2025-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.