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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
January 16, 2024
Could bond ladders be considered the direct indexing of the fixed income space? We think so.
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Midyear Fixed Income Outlook: “Hold! Hold!”
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.