From this author
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.
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.
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?
What to Make of Recent Volatility in the Muni Market?
by Evan Rourke, Director, Portfolio Management
October 14, 2021
Municipal bonds had a turbulent third quarter. But did the sharp rise in yields (and corresponding drop in prices) cause investors to overreact?
Patience Is a Virtue in Portfolio Construction
by Evan Rourke, Director, Portfolio Management
August 16, 2021
Even in the fast-paced world of investing, slow and steady can win the race.
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.
Why Muni Investors Should Go Long for Yield Despite Record Lows
by Evan Rourke, Director, Portfolio Management
August 11, 2020
Are record-low yields holding you back from investing in munis? Other metrics suggest you may be missing out.