In: Fixed Income Total Return

Fixed Income Total Return Commentary
3Q 2017 — Party Like It’s . . .
October 16, 2017

The global risk markets have hit new all-time highs as the secular bull market continues to power higher. The buzz on…

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Fixed Income Total Return Commentary
2Q 2017 — Low Volatility = Too Much Complacency
July 20, 2017

It is hard to believe that a year ago the markets were digesting the surprise Brexit vote. Especially since it has…

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Fixed Income Total Return Commentary
1Q 2017 — Where Did the Volatility Go?
April 12, 2017

Risk markets performed well across the board in the first quarter of 2017 as the Trump rally trade continued virtually unabated….

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Fixed Income Total Return Commentary
4Q 2016 — A Great Year for High Yield . . . as Predicted
January 17, 2017

In our Outlook last year, we stated that “High yield bonds had one of the best risk-adjusted return profiles.” High yield…

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Fixed Income Total Return Commentary
3Q 2016 — High Yield — Party Like It’s…
October 24, 2016

It is often said that the market dislikes uncertainty, and the market has had to deal with a lot of uncertainty…

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Fixed Income Total Return Commentary
2Q 2016 — Brexit, Not Our Problem
July 8, 2016

Trading across asset classes was dominated in the second quarter by the market’s view of Brexit. When polls showed that Brexit…

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Fixed Income Total Return Commentary
1Q 2016 — Who’s Afraid of Volatility?
April 7, 2016

The first quarter proved to be a tale of two themes in global markets. First came “The economy is collapsing,” then…

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Fixed Income Total Return Commentary
4Q 2015 — Finally, Now What?
January 7, 2016

The Fed finally pulled the trigger and hiked interest rates in December. The Fed waited all year and finally boxed themselves…

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Fixed Income Total Return Commentary
3Q 2015 — Fed Passes on Rate Hike and Volatility Arises
October 19, 2015

The third quarter was a volatile quarter for equity and credit markets alike. The global equity markets suffered a long-awaited correction…

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Fixed Income Total Return Commentary
2Q 2015 — Stay with Credits
July 27, 2015

Executive Summary Setting Sights on Rate Hikes: The Federal Reserve has signaled a desire to hike rates in the second half…

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Fixed Income Total Return Commentary
1Q 2015 — Global Stimulus Drives Yields Lower
April 21, 2015

Executive Summary U.S. Rate Hike Update: Economic data consistently came in below expectations in the first quarter, and comments from the…

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Fixed Income Total Return Commentary
4Q 2014 — How Low Can Yields Go?
January 23, 2015

Executive Summary Duration Trumps Credit in 2014: Long term Treasuries were the top performing asset class of 2014 in contrast to…

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Portfolio Update
Year-End Update, Fixed Income Total Return
December 23, 2014

Executive Summary Fixed Income Markets: Experienced Uncertainty and Volatility due to Fed rate hike expectations and to sharp declines in the…

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Fixed Income Total Return Commentary
3Q 2014 — Treasuries Reign Supreme
October 17, 2014

Executive Summary Risk-off in High Yields: Volatility in the credit markets during the third quarter resulted in quality outperforming and credit…

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Fixed Income Total Return Commentary
2Q 2014 — Against All Odds
July 18, 2014

Executive Summary Bonds Surprise to the Upside: Contrary to expectations, bonds have performed better than predicted so far this year. Liquidity…

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Fixed Income Total Return Commentary
1Q 2014 — Credit Dominates Again
April 24, 2014

Executive Summary A Good Quarter for Fixed Income: Fixed income benefitted as equities stalled, and credit conditions have remained firm in…

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Fixed Income Total Return Commentary
4Q 2013 — Under Pressure
January 31, 2014

Executive Summary Looking Back to 2013: Most fixed income sectors losing ground as taper concerns and stronger economic growth drove interest…

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