From this author
As Tariffs Cloud Outlook, Municipal Bonds May Offer Opportunity
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
April 8, 2025
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.
Is Eliminating the Tax Exemption on Municipal Bonds Worth the Cost?
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
March 3, 2025
Read why we think the risk of eliminating or curtailing tax-exempt municipal bonds could be low.
Bond Ladders: Unlocking Direct Indexing Opportunities in Fixed Income
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions; Issac Kuo, Managing Director, Portfolio Management and Head of Quantitative Research
February 21, 2025
Could bond ladders be considered the direct indexing of the fixed income space? We think so.
2025 Fixed Income Outlook: Monetary and Fiscal Crosscurrents May Create Volatility, Yet Opportunity Persists
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
December 18, 2024
In an environment of modest growth and inflation, we believe 2025 could be favorable for fixed income investors.
Midyear Fixed Income Outlook: Solid but Slowing, a Favorable Environment for Fixed Income
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.