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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.


 

Third Quarter 2019 Fixed-Income Outlook

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


August 22, 2019 | Fixed-Income Outlook

Looking Past the Liquidity-Driven Rally

Credit spreads could get tighter in this liquidity-driven rally, but history has shown that the potential for widening from here is much greater.


August 21, 2019

Portfolio Management Outlook: Avoiding the Fate of ‘98

We do not think the rally in risk assets is sustainable.


June 19, 2019

It’s Called Core-Plus for a Reason

Core-Plus vs. Core Fixed-Income Portfolio Management


June 17, 2019 | Fixed-Income Outlook

Managing While Risk Premia Shrink

The Federal Reserve’s policy pivot has supported a rally in most credit sectors, but investors should worry about late cycle excesses.


June 17, 2019 | Portfolio Management Outlook

Portfolio Management Outlook: Picking Up Pennies in Front of a Steamroller

Given the compressed credit curve and tight spreads, we remain focused on capital preservation and protecting our clients from downside volatility.


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.

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