Weekly Bond Commentary
More rate hikes would favor cash, floating-rate securities and value stocks.
The Fed's abundant messaging has the market doing its work for it.
Bonds wrestle with pricing Fed, war and inflation outcomes.
Policymakers don't want to undo 40 years of restrained inflation expectations.
Invasion fallout does some of the Fed's work for it.
As rates rise, look for opportunities on the shorter end.
Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.
Our outlook across asset classes.
Ratings upgrades and rebounding economy create favorable backdrop.
And if it does, the world becomes a more dangerous place for investors.
New year presents new opportunities across sectors.
Stubborn inflation and hawkish Fed pivot add to bond market challenges.
Three things to watch in 2022.
Weekly Cash Commentary
Robust spending and low delinquencies bode well for yields.
The infrastructure bill benefits municipalities and muni investors alike.
The Fed announced it will cut the pace of its asset purchases, but not on a preordained path.
The case for an active approach to the short end of the bond market.
Finding value in a frequently misunderstood sector.
Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.
Semiconductor shortage is an all-around positive for these asset-backed securities.
Bond market plods ahead amid looming uncertainties.
Brief summer lull didn't derail solid fundamentals.
While curtailing bond purchases were discussed, the FOMC today offered little additional insight.
Improving credit dynamics and rising demand make for solid 1-2 punch.
Bond market is priced, somewhat, for the Fed to get inflation right.
They continue to confound as growth surges and prices accelerate.
Asset class continues to offer investors favorable relative returns.