Investment Team Voices

The Fed Rate Cut Is Met with an Unprecedented Reaction in Bonds: What’s Next?

Fixed Income Perspectives by Christian Brobst
March 3, 2020

The Fed caught markets off guard with a surprise short-term rate cut. While the Fed intended to lessen market worries, the immediate-term effect has been the opposite. Has the Fed done more harm than good, and what should investors do next? We see a market environment that will favor active, non-traditional approaches.

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The Opportunity of Preferred Securities

Fixed Income Perspectives by Matt Freund, CFA and Christian Brobst
February 21, 2020

This is an environment where investors are well served by enhanced diversification into asset classes that play at the edges of traditional style boxes. The preferred securities market offers many opportunities for risk-conscious investors seeking income and the potential for total return.

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Short and Sweet: The Opportunity of Short-Term Bonds

Fixed Income Perspectives by Matt Freund, CFA and Christian Brobst
February 20, 2020

Over recent years, many investors have stretched for additional return by increasing risk. The volatility we’ve seen so far this year may make “risk-on” a less comfortable strategy in the future. For investors seeking to smooth out the bumpier ride we expect, short-duration bonds can be a good way to reduce risk while staying invested.

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