Investment Team Voices

Strengthening Tailwinds for High Yield Bonds

Matt Freund, CFA, and Christian Brobst
March 4, 2021

We are optimistic about the high yield market, where we see falling default rates, a supportive technical backdrop and pockets of value. These are opportunities can be maximized with active, risk-conscious security selection.

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The Lazy Bond Trade Is Over—But That’s Okay

Fixed Income Perspectives by Matt Freund, CFA
March 23, 2017

A 0.25% increase in short-term rates is unremarkable on its face, but what we’ve seen over these past few weeks points to a new dynamic in the Fed’s relationship with the market.

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