Highlights from the week of January 3 – January 9, 2025.

Credit spread tightening and U.S. pension plans: options for yield enhancement.

America’s economy is riding high into the new year, lifting investor expectations skyward. Our panel discusses what could propel (or derail) markets in 2025.

Highlights from the week of December 13 – December 19, 2024.

As investors prepare for the effects of higher-for-longer rates and a new administration in 2025, we offer five themes we think will drive fixed income markets in the first half of the year.

In this time warp of a market, thanksgiving feels like it was a blip on the radar from months ago.

After a bumpy start, 2024 emerged as a year of resilience for fixed income markets, with strong returns and a promising outlook for U.S. corporate bonds.

When selecting a fund to anchor your clients’ portfolios, consider its journey just as carefully as its destination.

Strong economic growth coupled with inflation risks from potential policy shifts have paved the way for a prolonged period of higher interest rates. That could be a good thing for fixed income investors.

Adding durable, low-cost external leverage to lower-volatility assets via the FHLB system can be an attractive way to enhance risk-adjusted return potential.