Partnership between two leaders in fixed income investing brings IR+M’s institutional investment heritage and tax-aware strategy to the broader marketplace for the first time. Designed for investors seeking core bond exposures, TAXX aims to maximize after-tax income by optimizing across a wider opportunity set of short duration municipal and taxable bonds.
Following the collapse of Silicon Valley Bank (SIVB) and additional stresses in the banking sector, the commercial real estate (CRE) market has been the latest sector to come under the microscope.
Our annual analysis of insurance company filings examines trends and changes that occurred in insurance companies’ investment portfolios during 2022.
Municipal bond valuations have become increasingly rich, as evidenced by some of the lowest muni/Treasury ratios in years – particularly in the short end.
I love my role as the Head of ESG and Corporate Sustainability, which allows me to work closely with IR+Mers across the firm.
The muni market is currently characterized by stretched valuations, all-time low yields, robust supply, and uncertainty around credit fundamentals and Congressional support.
The pandemic’s influence on consumer sectors has been profound. Early on, consumers were stockpiling anything that was a household staple, such as toilet paper and disinfectant.