From this author
Seeking to Achieve Optimal After-Tax Yields with Bond Ladders
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
March 27, 2024
Many investors look for ways to maximize after-tax benefits in their portfolios. In our view, systematically combining municipal, corporate, and Treasury securities, while engaging in opportunistic tax-loss harvesting (TLH) inside a SMA ladder structure, has the potential to enhance after-tax returns compared with a traditional single asset bond portfolio.
2024 Fixed Income Outlook: A Happy New Year for Bonds
by Evan Rourke, Director, Portfolio Management; Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
December 18, 2023
Delayed market trends have investors wondering what will happen in 2024. Read why we think bond investors could have a happy new year.
Bonds Are Back: What Are You Waiting For?
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Kevin Lynyak, Managing Director
October 12, 2023
With interest rates rising to attractive levels, we believe it’s time to take advantage of a potentially overlooked opportunity. Find out why.
What’s Behind the Disconnect Between Coupon Income and Yield?
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; John Hemingway, Vice President, Portfolio Manager
April 24, 2023
Laddered bond portfolios aim to make income more predictable. What’s happening when income and yield diverge? Get the answer.
Climbing Out of Cash with a Bond Ladder
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
March 20, 2023
How can investors lock in high rates with reduced risk?
Interesting Times: Exploring the Three Rs of Fixed Income
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
December 19, 2022
What do the three Rs of fixed income investing tell us about what to expect? We see signs of stabilization ahead.
Taking a Defensive Approach to Attractive Yields
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
October 20, 2022
As interest rates soar, find out why choosing corporate bonds could provide attractive yields.
More Is More: Combining Corporates and Munis in Laddered Bond Strategies
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
July 21, 2022
Find out how a rules-based multisector strategy can help fixed income investors access the highest after-tax yields in all market environments.
Midyear Bond Outlook: A Stable Ladder in Uncertain Times
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
July 11, 2022
How can bond investors stay ahead of rising rates?