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Thought Leadership
Thought Leadership
See our perspective on key developments in the US fixed income market and learn more about our investment philosophy, process, and strategies.
The High-Yield Corporate Market: Looking Back and Looking Forward
What We Think
February 10, 2023
Fixed Income in 2023: Shelter From The Storm
What We Think
January 20, 2023
IR+M Engagement Spotlight: Institutional Single-Family Rentals
What We Think
November 9, 2022
Trader Talk – October 2022
What We Think
October 31, 2022
IR+M Core Plus Turns Five!
What We Think
July 27, 2022
Corporate Sustainability Report – 2021
What We Think
July 1, 2022
Insurance Company Fixed Income Portfolio Trends & Opportunities – 2022
What We Think
May 26, 2022
Inflation: It’s Just Transit….Errrrr
What We Think
April 11, 2022
IR+M Engagement Report 2021
What We Think
March 7, 2022
Does Your LDI Strategy Long for Securitized?
What We Think
March 2, 2022
Looking Beyond the Labels
What We Think
February 2, 2022
You Say Goodbye [2021], I Say Hello [2022]
What We Think
January 11, 2022
Far from Twin Fire Signs: Active vs. Passive Management
What We Think
December 2, 2021
What’s All the Talk about COP(26)?
What We Think
November 5, 2021
Embracing Differences
What We Think
October 20, 2021
There’s No Place Like Home
What We Think
August 6, 2021
A Primer on Sustainable Investing
What We Think
July 18, 2021
Inflation: Mountain or Molehill?
What We Think
June 23, 2021
Insurance Company Fixed Income Portfolio Trends – 2021
What We Think
May 26, 2021
The Changing Dynamic of the High-Yield Market
What We Think
April 9, 2021
ARPA PENSION RELIEF EXPLAINED
What We Think
April 1, 2021
Injecting Stability into the US Bond Market
What We Think
February 10, 2021
The ESG Insurance Policy
What We Think
December 3, 2020
Room to Maneuver
What We Think
October 23, 2020
Checking In on the CMBS Market
What We Think
September 22, 2020
It’s Not Easy Being Green
What We Think
July 8, 2020
Can Relief Now Lead to More Pain Later?
What We Think
June 22, 2020
The Municipal Market: Call it a Comeback
What We Think
June 18, 2020
Mattress or Market? A Case for Investing, Not Storing, Your Cash
What We Think
June 17, 2020
Federal Reserve COVID-19 Stimulus Overview
What We Think
June 4, 2020
The Only Constant is (Index) Change
What We Think
May 27, 2020
Insurance Company Fixed Income Portfolio Trends – 2020
What We Think
May 21, 2020
Diverging Roads
What We Think
April 22, 2020
Active vs. Passive Management
What We Think
April 20, 2020
Enhancing Income for Taxable Investors
What We Think
April 3, 2020
Long Corporate Bond Market
What We Think
March 25, 2020
History in the Making
What We Think
March 24, 2020
A Talk with our Traders
What We Think
March 23, 2020
Insurers’ Needs in Today’s Market Environment
What We Think
February 27, 2020
US Investment Grade Credit Market: 2020 Vision
What We Think
December 5, 2019
Hidden Risks in Subordinated Securitized Tranches
What We Think
October 21, 2019
A League of Their Own: BB Bonds
What We Think
September 16, 2019
Curve Your Enthusiasm
What We Think
July 24, 2019
The Case for Crossover
What We Think
May 30, 2019
Insurance Company Fixed Income Portfolio Trends
What We Think
May 14, 2019
Diving Deeper into LDI Benchmarks
What We Think
March 29, 2019
Securitized 2.0
What We Think
February 26, 2019
Choose Your BBBs Wisely
What We Think
December 20, 2018
Corporate Bond “M&A”rket Update
What We Think
September 27, 2018
A 10-Year Look Back at the Financial Crisis
What We Think
September 13, 2018
Message in a Yield Curve?
What We Think
July 31, 2018
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