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During the 1Q20 market dislocation we argued that Securitized Credit was a compelling way to gain access...
Recent rate volatility suggested a disconnect between investors and Fed policy — does the old mantra of “Follow the Fed” still ring true?
The opportunity cost for inflation protection is high—is it worth the cost?
During the 1Q20 market dislocation we argued that Securitized Credit was a compelling way to gain access to the eventual rebound of the U.S. consumer—our view today remains the same.
Recent rate volatility suggested a disconnect between investors and Fed policy — does the old mantra of “Follow the Fed” still ring true?
The opportunity cost for inflation protection is high—is it worth the cost?
We continue to believe that inflation will prove to be a cyclical phenomenon, not a structural risk.
Enjoy today’s cyclical bounce, prepare for tomorrow’s structural risk.
While the world has cheered news of a vaccine on the horizon, it will not be available in time to help fight the recent surge in new cases of the virus.
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.
Fixed income markets have staged a significant recovery since April — the focus is finally starting to shift back to fundamentals.
Never mind the recent uptick in inflation—we believe the Fed’s zero interest rate policy is here to stay.
The fixed income landscape is being shaped by six key themes—this is how we are positioning portfolios in the second half of the year.