Jonathan Rocafort, CFA

Fixed Income Outlook: A More Nuanced Path Forward in 2026

Here’s why we believe investors should anticipate an environment where active management and professional credit oversight matter more than ever.

Midyear Fixed Income Outlook: Starting Yields Matter Amid Uncertainty

Higher starting yields may result in more attractive return profiles for fixed income investments, and elevated income could also provide a cushion to limit downside risk amid continued rate volatility.

As Tariffs Cloud Outlook, Municipal Bonds May Offer Opportunity

With growth concerns emerging following tariff announcements, here’s why we see potential opportunity in stepping out of cash, adding some duration and locking in yields near a decade high.