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…

525,600 Minutes
By: Angela Meringoff — March 4, 2021

As many of us approach the anniversaries of our last working days in formal office settings, let’s take a few moments to reflect back. What a year, 525,600 moments so dear...   
Read More 

Wall Street*, the Government, and Racial Bias
By: Brooke Anderson — February 26, 2021

I recently learned that New York City’s Wall Street isn’t just the home of a famous stock exchange -- it was also the site of the City’s first slave exchange. Despite the financial industry and government’s history of racial bias, it’s heartening to see signs of substantive change.
Read More 

The GameStop Effect on Credit Markets
By: Jake Remley — February 5, 2021

The technical tug-of-war over GameStop shares has spread to the credit markets, where many are asking how the price action can be justified in light of little change to the fundamental outlook.
Read More 

Weekly + Monthly Market Notes

LDI Monitor

Private Client Monitor