The Take
on what the market gives us…

Changing RBC Bond Factors for U.S. Life Insurance Companies - What Does it all Mean?
By: Rob Lund — December 8, 2021

In this week’s edition of The Take, Sr. Client Portfolio Manager Rob Lund discusses the changing RBC bond factors for US Life Insurance Companies and what it all means for the broader market.
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Thank You
By: The IR+M Client Team — November 30, 2021

To our clients, we appreciate the trust that you have placed in us, and for allowing us to play a small part in your individual missions as we unite in making the world a brighter and better place. We value our partnership and wish you all a wonderful holiday season!
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IR+M’s Recap of COP26
By: Allison Walsh — November 17, 2021

The United Nation’s 26th annual Conference of Parties (COP26) came to a close with some positive momentum and clear agreements concerning climate change.
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More Than Words
By: Amy DiMarzio — November 10, 2021

Heading into the final frame of 2021, we at IR+M were in a need of a little energy infusion – a spark to help propel us towards the finish line.  As is the IR+M way, the flicker of an idea quickly ignited into a movement powered by unbridled enthusiasm.  IR+M’s version of Oktoberfest was born, and launched to great fanfare on October 1st!
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The Fast and the Furious: Fed Edition
By: Jake Remley — November 1, 2021

The Fed is preparing markets to gear-down monetary accommodation. But this economic recovery lacks historical precedent. Tightening labor markets, decelerating growth, and “transient-for-longer” inflation puts the FOMC on a slippery track. They need the flexibility to improvise as new data comes in, while assuring jittery markets that they’ll be steady at the wheel when market volatility rises.
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Life is a Highway: Choosing the Right Vehicle for Your Goals
By: Jamie Gordon — October 27, 2021

In life and investing, choosing the right vehicle is extremely important. As with automobiles, investment vehicles continue to evolve, both in type and usage. In this week’s edition of The Take, we explore collective investment trusts and their rise in popularity.
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Where Have All the Workers Gone?
By: Scott Pike — October 22, 2021

In this week’s edition of The Take, Senior Portfolio Manager Scott Pike discusses how the pandemic has impacted unemployment and the labor market.
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Innovation Amidst Chaos
By: Isha Chanana — October 1, 2021

As I write this, I am watching my 3-year-old son spread out his arts and crafts supplies, including some glitter, paint, and a bottle of glue (yes, paint & glue!), with the hopes of decorating an empty Amazon box. Amidst this chaos, I am reminded of the chaos that we’re currently facing in the market – the cessation of the London Interbank Offer Rate (LIBOR) and the emergence of the regulatory backed Secured Overnight Funding Rate (SOFR) and alternative Credit Sensitive Rates (CSRs).
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Musings on Long Corporate Investability
By: Theresa Roy — September 23, 2021

Funded status increases have triggered broad de-risking into fixed income from pension plans. In this blog, we explore the availability, investability, and liquidity of long corporate supply to meet the resulting increased demand.
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The Process (Portfolio Construction)
By: Ed Ingalls — September 15, 2021

Just like with car shopping, where there are many models to choose from, fixed income portfolio construction also comes in many styles, whether macroeconomic-focused, sector-oriented, or bottom-up.
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