Fixed Income Perspectives

Looking down a blue spiral staircase

Seven Themes for the Second Half of 2021

June 23, 2021

These are the seven major themes shaping positioning across our fixed income portfolios in the second half of the year.

Blue building with glass windows

Has the Economic Reopening Stalled?

June 3, 2021

In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number...

New York City skyline

U.S. Consumers Roar Back: How to Prepare for the “Great Re-Opening”

May 6, 2021

During the 1Q20 market dislocation we argued that Securitized Credit was a compelling way to gain access...

Has the Economic Reopening Stalled?

June 3, 2021

In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number to put the “disappointing” results in perspective.

Read More