
From this author
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?
2022 Bond Outlook: Solid Markets Despite Inflation Threats


by Evan Rourke, Director, Portfolio Management; Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
January 10, 2022
Bonds performed well in 2021. Expect more of the same in 2022, even amid risks.
ESG Principles: Applying Your Personal Values to Your Corporate Bond Portfolio


by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Lauren Kashmanian, Director, Portfolio Management and Responsible Investing
October 4, 2021
How do ESG principles affect bond-portfolio yield and performance? There’s no yield penalty for using an ESG overlay in the IG corporate bond market and it can provide more protection from downside risk.
Midyear Bond Outlook: A Stronger Economy Supports Lower Volatility


by David Grean, Portfolio Manager; Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
July 19, 2021
The reopening economy hasn’t come without drawbacks—but compared with last year’s headaches, bond investors can expect a much less dramatic second half of 2021.
Stars in Your Eyes: How Credit Upgrades Benefit Corporate Bond Investors

by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
July 12, 2021
A record number of corporate bonds were downgraded to high-yield status in 2020. Will they see a turnaround along with the greater economy?
When the Bond Market Gives You Lemons, Make a Ladder

by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
April 6, 2021
Current market conditions have reminded some corporate bond investors of the 2013 taper tantrum. Is that comparison fair?