Fixed Income Perspectives

Tall trees looking up

Rates and Inflation: Investors Seem Determined to “Unfollow” the Fed

March 30, 2021

Recent rate volatility suggested a disconnect between investors and Fed policy — does the old mantra of “Follow the Fed” still ring true?

Lighthouse in distance passed rocks

Navigating Inflation: Does Your Concern Match Your Hedge?

March 4, 2021

The opportunity cost for inflation protection is high—is it worth the cost?

Structure

Inflation on the Horizon? Don’t Take the Bait

February 3, 2021

We continue to believe that inflation will prove to be a cyclical phenomenon, not a structural risk.

Keep Calm and Watch the Fed

June 17, 2020

Massive intervention helped corporate credit stage a recovery in April and May—with summer approaching the Fed turns its attention to the securitized credit markets.

Read More