From this author
Gradually, then Suddenly: Policy Proposals and the Deficit
by Kevin Lynyak, Managing Director; James Benadum, Director, Portfolio Manager
October 23, 2024
In part three of our series, we review major policy plans and budget deficit challenges posed by the US presidential candidates.
Gradually, then Suddenly: Financing the Nation’s Growing Debt
by Kevin Lynyak, Managing Director; James Benadum, Director, Portfolio Manager
August 26, 2024
In part two of our series, let’s examine Treasury market supply and demand.
Gradually, then Suddenly: US Debt and Deficits
by Kevin Lynyak, Managing Director; James Benadum, Director, Portfolio Manager
July 1, 2024
Ongoing budget deficits linger amid the post-COVID economic recovery. In part one of our series, let’s look at fiscal policy and Treasury debt.
Can Tight Spreads Still Deliver Excess Returns?
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Kevin Lynyak, Managing Director
May 31, 2024
Here’s why we believe that even at current tight spread levels, investing in corporate bond ladders may continue to offer a total return advantage over time in most economic environments.
Reiterating the Case for Preferred Securities
by Kevin Lynyak, Managing Director; James Benadum, Director, Portfolio Manager
May 16, 2024
Read why we think preferreds continue to offer attractive total return potential and a tax-advantaged income stream.