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Fixed Income Insights
Mortgage-backed securities: Priced for imperfection?
Curated content for RIAs.
Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs explain why they believe key risks are now largely priced in to fixed income markets, with selective areas – particularly mortgage-backed securities (MBS) – presenting an opportunity to provide favorable rick-adjusted returns.
Fixed Income Insights
Return of the Bond Market: Better Income Opportunities?
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Most investors incorporate bonds into a portfolio to provide diversification. Unfortunately, a smoother return path has not held true in recent years. But now the market has recalibrated, and yields have reset higher. Higher yields mean higher future returns. And for the first time in a while, you can make the argument that bonds provide true competition to stocks.
Fixed Income Insights
Weekly Fixed Income Commentary: Inflation surprises push Treasury yields higher
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U.S. Treasury yields rose further, after yet another round of unfavorable inflation data.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields continue marching higher
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U.S. Treasury yields rose further, after another round of unfavorable inflation data.
Fixed Income Insights
Weekly Fixed Income Commentary: Inflation data boost Treasury yields further
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U.S. Treasury yields rose yet again last week, the fourth consecutive weekly increase and the longest streak since October.
Fixed Income Insights
Fixed Income Insights: Key Convictions 1Q23
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Market insights at a glance. On the heels of a turbulent 2022, valuations for fixed-income have not been this attractive in a long time.