In a resilient growth environment with inflation trending downward, any short-term volatility from the market’s reaction to monthly data is likely an opportunity to buy.

Highlights from the week of October 11 – October 17, 2024.

The countdown has begun! The next time you read these talking points (hopefully that is not being overly presumptuous), we will have – at least in theory – a new president and freshly established majorities in Congress.

As we head into the election’s final stretch, our experts discuss what matters to markets and how the economy can possibly survive past November 5th.

With tight spreads and a steepening yield curve, we see the most value in lower-beta spread products and high-quality securitized assets.

As demand from banks and other real money investors returns (and money market demand wanes), agency mortgage-backed securities are poised to benefit. 

Cash has a place in portfolios, but bonds are a better choice for locking in yields, boosting return potential and providing diversification benefits.

A modest allocation to a bond fund that invests across many sectors and isn’t tied to traditional bonds may help reduce risk and boost return potential.

While recent cracks in consumer spending bear monitoring, consumers (and the fixed income sectors they help propel) are still well positioned.

Our proven strategy can help diversify a fixed income allocation—providing a complement or alternative to full-market high yield and core bonds.