What We Think

See our perspective on key developments in the US fixed income market and learn more about our investment philosophy, process, and strategies.

The Take
on what the market gives us…

Where’s All the Talk About COP27? 
By: Allison Walsh — December 6, 2022

Just over a year ago, COP26 was taking center stage. There was buzz about this annual United Nations Conference of Parties focused specifically on climate change, with genuine excitement about progress and buy-in. Our overview of the conference along with our brief recap conveyed the positive momentum.  
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Don’t Be Spooked by The Fed
By: Jake Remley — November 7, 2022

The Fed did their best at the November meeting to extend the Halloween season. But their hawkish hand had been forced by the pre-emptive market rally over the past two weeks. As a result, they put the spook back into the doves.
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Beware of Zombie Securitizations this Halloween
By: Scott Hofer — October 26, 2022

In the aftermath of the 2008 financial crisis, economists warned that artificially low interest rates were creating ideal conditions for “Zombie Companies” to proliferate across the globe.
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