Fixed Income Perspectives

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Zero Interest Rate Policy (ZIRP) – Get Used to It

October 21, 2020

There are still opportunities to prepare portfolios today for the low-yield world ahead—we see the most value in select areas of the CMBS market.

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The Beta Trade is Over: Winners and Losers Start to Emerge

September 23, 2020

Fixed income markets have staged a significant recovery since April — the focus is finally starting to shift back to fundamentals.

Combination Lock

Inflation: Sign of Recovery or Sign of Concern?

August 24, 2020

Never mind the recent uptick in inflation—we believe the Fed’s zero interest rate policy is here to stay.

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.

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