In: Fixed Income Total Return

Fixed Income Total Return Commentary
3Q 2021 — Credit Remains Resilient Despite Market Headwinds
October 13, 2021

The market certainly has been dealing with many headwinds including the Delta wave, China’s increasingly hostile actions, the Federal Reserve announcing their intention to taper bond purchases, the Evergrande debt default, the U.S. debt ceiling, looming tax policy changes, inflation, supply chain problems, and peak economic and earnings growth.

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Fixed Income Total Return Commentary
2Q 2021 — Risk Assets Continue to Rally
July 16, 2021

2021 is off to a strong start with the economy very strong and gaining momentum as the vaccine rollout continues and the economy reopens.

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Fixed Income Total Return Commentary
1Q 2021 — Credit and High Yield Hold Up Strong in the Face of Rising Yields
April 12, 2021

2021 is off to a strong start with the economy very strong and gaining momentum as the vaccine rollout continues and the economy reopens.

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Fixed Income Total Return Commentary
4Q 2020 — Economic Growth Rebounds, but Risks Remain
January 15, 2021

Market Review The fourth quarter began with investors still on edge with a lot of uncertainty from the looming presidential election,…

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Fixed Income Total Return Commentary
3Q 2020 — Economic Growth Rebounds, but Risks Remain
October 8, 2020

It has been quite a year so far. The markets have endured a global pandemic that caused the deepest recession since…

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Fixed Income Total Return Commentary
2Q 2020 — Whiplash
July 10, 2020

It’s hard to believe 2020 is half over. I think most people probably wish it was already over and in the…

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Fixed Income Total Return Commentary
1Q 2020 — Coronavirus Turmoil
April 8, 2020

The U.S. economy came into the year on solid footing with jobless claims and the unemployment rate hovering near 50-year lows,…

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Fixed Income Total Return Commentary
4Q 2019 — The “Everything Rally”
January 8, 2020

2019 began with investors reeling from the 20% decline in the fourth quarter of 2018, but it sure did end on…

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Fixed Income Total Return Commentary
3Q 2019 — The Pivot is Now Complete
October 8, 2019

Global markets and investor sentiment have been pushed around by news events and concerns over a deteriorating global economic landscape. The…

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Fixed Income Total Return Commentary
2Q 2019 — The Pivot is Almost Complete
July 10, 2019

“Don’t fight the Fed” is a common axiom among investors that has relevance in today’s market environment. After a brief trade…

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Fixed Income Total Return Commentary
1Q 2019 — Mirror Images
April 10, 2019

It certainly has been a bit of a wild ride for the markets over the past six months, as the S&P…

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Fixed Income Total Return Commentary
4Q 2018 — The Whiplash Market
January 15, 2019

Investors and asset managers alike are happy to turn the page from 2018 to 2019. Last year was a tough year…

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Fixed Income Total Return Commentary
3Q 2018 — Full Steam Ahead
October 16, 2018

It was a tale of two different risk markets during the third quarter. It was full steam ahead for U.S. markets…

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Fixed Income Total Return Commentary
1Q 2018 — Keep Calm and Carry On
April 18, 2018

The global markets experienced a sharp bout of volatility in the first quarter, in stark contrast to the tame markets investors…

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Fixed Income Total Return Commentary
4Q 2017 — Another Great Year in the Books
January 23, 2018

2017 was an exceptional year for the global economy and stock markets. The major equity markets stand at or near record…

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