Fixed

What to Expect from the Muni Market in 2018

We saw the resiliency of the municipal market in 2017. Going into 2018, we're monitoring how changes in tax and healthcare policies may impact the issuance and value of munis.

Bond Market Resiliency Through Geo-Political Threats

In this quarter’s update, Sr. VP and PM John Lovito dives into the three markets with the most risk for aggressive monetary policy.

Emerging Markets Debt: A Return to Normal

Sr. Portfolio Manager Margé Karner sees attractive options for active managers headed into the second half of 2018, despite volatility.

Emerging Markets Debt: On the Heels of a Goldilocks Year

Will 2018 be another positive year for Emerging Market Debt? VP & Sr. Emerging Market Debt Portfolio Manager Marge Karner believes the landscape looks constructive, but there are potential concerns about complacency and valuations becoming stretched.

Finding Corporate Bond Opportunities in a Volatile World

Volatility is leading to lots of questions about where the corporate bond market is heading. What’s keeping PM Kevin Akioka up at night?

High Income for a Low Yield Environment

The current market has some investors looking for income. Used judiciously, we believe high-income bonds may fill that need.

Fixed Income: A Defensive and Patient Playbook

The first quarter of 2018 reminded markets that volatility is a risk. In this quarter’s outlook, SVP & Sr. Fixed Income Portfolio Manager John Lovito provides insight into how volatility prompted his team to pivot, and he also shares into his thoughts around liquidity, trade wars and rate hikes.

Corporate Bond Investing in 2018: Finding the Value

VP & Sr. Fixed Income Portfolio Manager Kevin Akioka sees a couple of wild cards for corporate bond investing -- tax reform probably being the big one.

Bond Market Backdrop Bolsters the Search for Value

Long-term bond investors have enjoyed an extended period of positive performance. The challenge now? Finding value among bonds.