
From this author
Midyear Fixed Income Outlook: Starting Yields Matter Amid Uncertainty

by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
June 30, 2025
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

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.