Bond market insight
March 15, 2023
What were the key takeaways from last month’s numbers? Our corporate bond specialists look back at the market’s performance and provide incisive commentary to help you make sense of what drove the market—and what may be on the horizon for fixed income investors.
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Why Tax-Loss Harvesting Was Fixed Income's Silver Lining in 2022
March 22, 2023
If you have clients in a direct indexing strategy, you’re already familiar with the power of systematic, year-round tax-loss harvesting in an equity portfolio. But did you know it’s also a valuable benefit in fixed income SMAs? Look no further than 2022 to see why.