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Fixed Income Insights
The Next Generation of Fixed Income - Tax Loss Harvesting
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Taxes matter to a bond investor’s bottom line. That’s why we’ve brought a digital, high-speed solution to fixed-income active tax management. By continually optimizing separately managed accounts to identify opportunities to harvest losses and by efficiently reinvesting the proceeds in tax-favorable opportunities, automated tax management has the potential to add more than 90 basis points to after-tax returns in some years, according to our in-depth analysis.
Policy and Regulatory Commentary
House Chaos a Preview of What’s to Come
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Let’s take a look at what happened, and what it could mean for the ability of Congress to shape federal policy — or get anything done — over the next two years.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall as the Fed hikes once more
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U.S. Treasury yields fell last week. The November U.S. CPI report showed a smaller-than-expected monthly increase.
Market Outlooks
Weekly Investment Commentary: 2023: Shifting gears from inflation to recession
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For equities, the best offense is a good defense — in the near term. Heading into year-end, we continue to prefer defensive equity positioning, allocating to dividend growth stocks and U.S. public infrastructure, which can serve as a hedge against sticky inflation.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, anticipating another Fed rate hike
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U.S. Treasury yields rose and the curve continued to flatten on higher inflation data.
Market Outlooks
Weekly Investment Commentary: Infrastructure investments could help bridge a recession gap
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It may be time to reduce cyclicality. We anticipate weaker economic growth will translate into a rougher period for corporate earnings, which could put further pressure on equity markets.