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Posts Tagged ‘fixed income’


Is now the time to reduce bond exposure?

Is now the time to reduce bond exposure?

Basic math suggests that selling out of bonds before interest rates rise is a no-brainer. If only it was that simple.

June 20, 2017 Categories: Portfolio Corner
The muni market comes to its senses

The muni market comes to its senses – with still more potential upside

One third of the way into the new year, Senior Portfolio Manager, Albert Jalso, offers an update on the municipal bond market and how it has fared since his 2016 year-end outlook for the asset class.

May 2, 2017 Categories: Portfolio Corner
Income investing

Two considerations for today’s income investors

With interest rates rising, income-seeking investors may have an easier time meeting their income targets. That said, risks remain.

Feb 28, 2017 Categories: Portfolio Corner
2016 in review

2016 was quite a ride for investors

Despite a tough start to the year and some unexpected, market-moving events throughout the year, all major asset classes remarkably finished 2016 in positive territory

Jan 10, 2017 Categories: Portfolio Corner
Muni bond outlook

Setting expectations for taxable clients in 2017

Municipal bonds may help taxable portfolios weather potentially volatile markets in 2017 as capital markets adjust to the new Administration’s policies and approaches.

Dec 29, 2016 Categories: Portfolio Corner
Low return imperative

The Low-Return Imperative: Investing uncomfortably

Market returns for the next 10 years are likely to be lower than historical averages. Three rules may help investors navigate the low return environment.

Dec 20, 2016 Categories: Portfolio Corner

7 proofs that bonds don’t always go down when rates rise

History shows that in the past 7 U.S. interest rate hike cycles, average bond returns have been positive. That may hold true again in today’s rising rate environment.

Dec 6, 2016 Categories: Portfolio Corner
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