Monthly Archives: February 2017
Demand and Rates
With Trump’s election, it is now seems to be “consensus” that the Federal Reserve is going to raise rates another three times in 2017. We question this assumption. In fact, we may have already seen the highs on the 10-year …
Investment Options in Corporate Debt
Fixed income is an important component of a balanced portfolio. The problem many investors and advisors face today is where do you find yield in this environment and what happens to your fixed income exposures should rates rise? Where can …
Pricing Risk and Playing Defense
Since the election, we have watched equity markets soar, bond yields rise dramatically and animal spirits returning to life. Is this the beginning of new trends or the beginning of the end of the rallies that began in 2009? The …
Managing Volatility
As we have talked with advisors and investors over the past couple years, we often hear the topics of yield and volatility mentioned. Investors are looking for yield and income generation, especially in the persistently low yield environment we’ve seen …
High Yield Bonds for Income and Total Return Potential
Asset allocation is a delicate balance for any investor, but it has been complicated by certain factors within the current financial environment, including high equity valuations, the potential for higher interest rates, and the need for some yield in a …