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Portfolio Strategy

Our award-winning fixed-income investment team reports on portfolio management and asset allocation strategies to navigate markets with the goal of maximizing risk-adjusted returns.


 

First Quarter 2019 Fixed-Income Outlook

Portfolio Manager Adam Bloch and Macroeconomic and Investment Research Group Director Matt Bush share insights from the first quarter 2019 Fixed-Income Outlook.


May 01, 2019

Understanding Collateralized Loan Obligations (CLOs)

Explaining the structure and investor-friendly features of collateralized loan obligations, an often misunderstood sector of structured credit.


April 10, 2019

Positioning Life Insurance Portfolios for the Next Recession (and Beyond)

Given that we are late in the business cycle, life insurers must prepare their portfolios now to avoid reliving the painful lessons learned in the last crisis.


March 07, 2019 | Fixed-Income Outlook

Late-Cycle Drama Is Unfolding

Risk assets will likely enjoy another rally while the Fed stays on hold, but the pause will only allow excesses to become more pronounced.


November 19, 2018 | Fixed-Income Outlook

Jogging to the Exits

Preparing for the market turbulence that typically occurs in the run up to a recession.


August 20, 2018 | Fixed-Income Outlook

Tail Risks Are Getting Fatter

While the U.S. economy remains on solid footing, exogenous risks threaten asset values, market confidence, and the strength of the U.S. economy.


July 09, 2018

Solving the Core Fixed-Income Conundrum

Shortening duration, maintaining an investment-grade portfolio, and generating attractive yields do not have to be competing investment objectives for core fixed-income investors.


May 16, 2018 | Fixed-Income Outlook

Positioned for Choppier Waters

After several quarters of low volatility, tight spreads, and abundant liquidity, financial conditions are shifting.


February 21, 2018 | Fixed-Income Outlook

Walking the Risk Tightrope

Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.


November 13, 2017 | Fixed-Income Outlook

A Tight Market Gets Tighter

Prudent investors must look past melt-up conditions to the longer-term outlook.


August 16, 2017 | Fixed-Income Outlook

The Best Offense Is a Good Defense

As concerns mount that the market has become vulnerable to near-term shocks, we remain committed to reducing credit risk and spread duration.

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