Fixed Income Perspectives

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U.S. Consumers Roar Back: How to Prepare for the “Great Re-Opening”

May 6, 2021

During the 1Q20 market dislocation we argued that Securitized Credit was a compelling way to gain access...

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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?

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Navigating Inflation: Does Your Concern Match Your Hedge?

March 4, 2021

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

Tweet Trumps Fed

August 12, 2019

Recently, we asked which had more clout with investors, the FOMC or President Trump’s tweets. Now we know: tweet trumps Fed.

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