
From this author
Can Tight Spreads Still Deliver Excess Returns?


by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Kevin Lynyak, Managing Director
May 31, 2024
Here’s why we believe that even at current tight spread levels, investing in corporate bond ladders may continue to offer a total return advantage over time in most economic environments.
Applying Tax-Loss Harvesting to a Fixed Income SMA


by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
December 13, 2021
Can tax-loss harvesting strategies bolster your clients’ SMA portfolios in lower-yield scenarios?
Roll-Down Impact on Bond Returns


by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
June 8, 2021
To maximize the benefit of a laddered strategy, investors should understand the impacts of a roll-down.