Fixed Income

Highlights from the week of May 6 – May 12, 2022.

As investors grapple with a new era of macroeconomic uncertainty, liquidity is king in the near term.

Following the bond market’s recent beating, term yields have already priced in aggressive Fed rate hikes, positioning core bonds to effectively diversify credit risk.

January 1, 2022 marked a significant milestone in the transition from LIBOR to alternative reference rates. 

Knowing the stakes, the Fed is likely to keep surprises to a minimum.

A research framework to help investors understand how securitized credit fits into a broader investment portfolio. 

In the drive for ESG investing, a gap has arisen between corporate bond and securitization markets. We see this as an opportunity to blaze new trails and influence better outcomes for investors, the environment and society.

The U.S. Federal Reserve met expectations and increased interest rates by 25 basis points.

The devastating events that continue to unfold in the conflict between Ukraine and Russia have led to steep price declines in both countries’ financial markets.