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Midyear Fixed Income Outlook: Solid but Slowing, a Favorable Environment for Fixed Income
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by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
June 21, 2024
Economic resilience and the year-to-date increase in yields may simply prolong and enhance what we see as an attractive opportunity in fixed income.
Bond Ladders: Unlocking Direct Indexing Opportunities in Fixed Income
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by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions; Issac Kuo, Managing Director, Portfolio Management and Head of Quantitative Research
January 16, 2024
Could bond ladders be considered the direct indexing of the fixed income space? We think so.
Midyear Fixed Income Outlook: “Hold! Hold!”
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by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
June 20, 2023
Read why we believe the Fed will pause further interest rate hikes, but for only so long.