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.
Ending Another Cycle: What to Do with Rising Rates in Fixed Income
by Evan Rourke, Director, Portfolio Management
May 4, 2023
Read why following the Fed’s lead has historically delivered strong performance for fixed income investors.
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.
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?
Seeking Shelter in a Market Storm: Understanding the Market Discount Rule
by Evan Rourke, Director, Portfolio Management
May 31, 2022
How can investors find value in the protection of the market discount rule?
Is History Really Repeating Itself in Today’s Muni Market?
by Evan Rourke, Director, Portfolio Management
March 31, 2022
The muni market is in the midst of a historic sell-off, the likes of which we’ve only seen a few times before—but much has changed since those few times. How should bond investors handle it?
A Structure to Enhance Yield in Fixed Income SMAs
by Evan Rourke, Director, Portfolio Management
February 7, 2022
A dependable hybrid can be the best, even when it comes to fixed income investing.