Fixed Income

Our panel of property pros and macro mavens discuss who’s hurting, who’s investing, and where to put money to work now.

While the Fed wants to cut rates, an uneven decline in inflation delays action—but remember the trend matters more than the “when.”

Cash has a place in portfolios, but bonds are a better choice for locking in yields, boosting return potential and providing diversification benefits.

The recent move higher in rates presents an attractive entry point for ratcheting up fixed income allocations, even as spreads have tightened.

With yields materially higher as a result of elevated rates, high-quality markets such as U.S. investment grade corporate bonds offer attractive income.

When it comes to rate cuts, the trend matters more than the “when,” and current market dynamics point to a continued environment of solid growth and cooling inflation.

NYCB downgrade isn’t rattling other financials or credit markets, and showcases the opportunity in private lenders.

Find out how the outlook for US interest rates might affect fixed income markets and corporate debt levels.

We believe the normalizing default cycle is manageable, and investors may benefit from focusing on shorter duration high yield bonds.

Outlook with Justin Kass, CFA, CIO and Co-Head of Income and Growth