In: Fixed Income SMA

Taxable Fixed Income Commentary
3Q 2021— Taxable Fixed Income
October 13, 2021

A low volatility range bound market prevailed for most of the third quarter on the 10-year Treasury bond, which traded mostly between 1.25% and 1.35%.

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Tax-Free Fixed Income Commentary
3Q 2021 — Tax-Free Fixed Income
October 13, 2021

Municipal bond performance was weak in the third quarter of 2021; 5-year yields increased 4 basis points, 10-year yields increased 14 basis points, and 30-year yields increased 16 basis points.

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Taxable Fixed Income Commentary
2Q 2021— Taxable Fixed Income
July 19, 2021

The 10-year U.S. Treasury finished the first quarter yielding 1.74%, which was a swift rise from the 2020 closing yield of 91 basis points.

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Tax-Free Fixed Income Commentary
2Q 2021 — Tax-Free Fixed Income
July 16, 2021

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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Tax-Free Fixed Income Commentary
1Q 2021 — Tax-Free Fixed Income
April 13, 2021

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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Taxable Fixed Income Commentary
1Q 2021— Taxable Fixed Income
April 12, 2021

The 10-year U.S. Treasury finished the first quarter yielding 1.74%, which was a swift rise from the 2020 closing yield of 91 basis points.

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Tax-Free Fixed Income Commentary
4Q 2020 — Tax-Free Fixed Income
January 19, 2021

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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SMA Fixed Income Commentary
3Q 2020 SMA Fixed Income Commentary
October 19, 2020

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

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Tax-Free Fixed Income Commentary
3Q 2020 — Tax-Free Fixed Income
October 19, 2020

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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SMA Fixed Income Commentary
2Q 2020 SMA Fixed Income Commentary — “Whatever It Takes” Squared
July 8, 2020

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

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Tax-Free Fixed Income Commentary
2Q 2020 — Tax-Free Fixed Income
July 8, 2020

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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Tax-Free Fixed Income Commentary
1Q 2020 — Tax-Free Fixed Income
April 16, 2020

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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SMA Fixed Income Commentary
Q1 2020 SMA Fixed Income Commentary— The Economy: Saved by Zero
April 15, 2020

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

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SMA Fixed Income Commentary
Q4 2019 SMA Fixed Income Commentary— 2020: Time to Play the Stimulus Music
January 15, 2020

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

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Tax-Free Fixed Income Commentary
4Q 2019 — Tax-Free Fixed Income
January 15, 2020

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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SMA Fixed Income Commentary
Q3 2019 SMA Fixed Income Commentary— It’s All I Can Do to Keep Waiting for You…Negative Yields
October 14, 2019

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

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Tax-Free Fixed Income Commentary
3Q 2019 — Tax-Free Fixed Income
October 14, 2019

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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Tax-Free Fixed Income Commentary
2Q 2019 — Tax-Free Fixed Income
July 11, 2019

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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SMA Fixed Income Commentary
Q2 2019 SMA Fixed Income Commentary— How Can You Just Leave Us Standing? Alone in a World with Rates so Low…
July 11, 2019

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

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Taxable Fixed Income Commentary
2Q 2019— Taxable Fixed Income
July 10, 2019

Fixed income returns were robust during the quarter based on the Fed’s change in messaging to a dovish stance.

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