From this author
Expanding the Boundaries of Fixed Income Investing by Elevating Taxes as a Crucial Element of Customization
by Jonathan Rocafort, Managing Director, SMA Portfolio Management
August 30, 2021
How important are taxes in customizing a fixed income portfolio?
Opportunities Emerge as Munis Come Back to Earth
by Jonathan Rocafort, Managing Director, SMA Portfolio Management
March 10, 2021
What’s behind a big surge in municipal bond yields? We look at how muni buyers can capitalize on recent volatility.
2021 Bond Outlook: Will an Uneven Recovery Make Credit Research Even More Important?
by Jonathan Rocafort, Managing Director, SMA Portfolio Management; Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
January 4, 2021
After a year we’re all happy to put behind us, what’s in store for corporate and municipal credit in 2021? And how much stimulus will make it to struggling cities and states?
Three Reasons to Hold On to Municipal Bonds in 2020
by Jonathan Rocafort, Managing Director, SMA Portfolio Management
February 3, 2020
Expect 2019’s positive conditions for municipal bonds to continue into 2020.