Consumers Come Back Down to Earth September 10, 2024 While recent cracks in consumer spending bear monitoring, consumers (and the fixed income sectors they help propel) are still well positioned.
Batter Up! Should Bond Managers Swing for the Fences? September 5, 2024 Bond investing isn’t baseball—a swing and miss can lose money. It’s the difference between consistently good, not occasionally great, performance.
Demystifying Securitized Credit: Live, Do, Buy April 25, 2024 Securitized credit isn’t complicated. It’s an investment involving predictable consumer behaviors that have fueled economic growth for generations.