Article Your Bond Questions Answered By Chris Keith — May 11, 2022 Concerns about the state of the bond market abound—with good reason. This is the worst start to a year for bonds in decades. In our recent webinar, Pain, Promise and the Future of Fixed Income (click here to watch the replay), I addressed the state of fixed-income affairs. Since then, … Read Morekeyboard_arrow_right
Article Chart of the Week: I-Bonds vs. TIPS—What’s the Best Choice? By Jeffrey DeMaso — May 9, 2022 I-Bonds have gone mainstream—but are they the best option for fixed-income investors bedeviled by high inflation? As we discussed in our recent primer, I-Bonds are U.S. government savings bonds that pay a rate of interest that adjusts every six months based on inflation. Right now, that rate is 9.62%. Given … Read Morekeyboard_arrow_right
Podcast Your Questions Answered—Q1 2022 May 4, 2022 FEATURING Charles Toole, Jeff DeMaso and Steve Johnson You asked, we answered. During our recent webinars, we were pleased to receive a bevy of questions from participants—but there simply wasn’t enough time to answer them all. Now we’re back with our investment experts to tackle these pressing topics, including: Are I … Listen Nowkeyboard_arrow_right
Webinar Bonds in 2022—Pain, Promise and the Future of Fixed Income By Chris Keith, Elizabeth Laprade — April 27, 2022 The bond market is feeling the impact of rising interest rates—does this mean bonds can’t do their job in your portfolio? Our bonds specialists have the answer to that and much more as part of our candid discussion about market performance, strategies, and our outlook for bonds in the coming … Watch Nowkeyboard_arrow_right
Article Bond Outlook Q2 2022 By Chris Keith — Updated: April 18, 2022 Q2 Bond Market Outlook I won’t sugarcoat it—Q1 bond market performance was disappointing for most investors. Bonds are supposed to be the safety buffer in a portfolio, but they didn’t act that way to start the year. Instead, our portfolios got a flat tire during rush hour—making a frustrating experience even worse. … Read Morekeyboard_arrow_right
Article All About I-Bonds By Chris Keith — April 18, 2022 All About I-Bonds What are I-Bonds? Well, they won’t cure high inflation or reduce volatility in the stock market, but they have become a popular portfolio component of late. You just have to keep their limitations in mind. Here’s a quick primer: Like plain-vanilla Treasury bonds, Series I U.S. Savings Bonds (I-Bonds) … Read Morekeyboard_arrow_right
Article Are Your Bonds Broken? By Chris Keith — March 29, 2022 There’s nothing wrong with your high-quality bonds, though I can’t blame you for thinking otherwise. Your eyes are not deceiving you—there’s red on the screen and market values have declined this month, which is frustrating to witness. Here’s my perspective on what it means and what it doesn’t. To begin with, I … Read Morekeyboard_arrow_right
Article Dump Your Bonds? Not So Fast! By Chris Keith — February 16, 2022 I can’t blame anyone for raising their eyebrows and asking about their bond investments right now. A recent CNBC segment on bonds featured a market strategist who said he would “short the whole lot of them.” While he’s not alone in that sentiment, I wholeheartedly disagree. In fact, anytime someone tells you … Read Morekeyboard_arrow_right
Podcast Your Bond Questions Answered February 9, 2022 FEATURING Jeff DeMaso, Chris Keith, Charlie Toole, Josh Jurbala Rising inflation and the prospect of rate hikes have been a one-two punch to the bond markets this year—and fixed-income investors may be feeling the pain. In this kind of environment, why own bonds at all? Our experts have that answer and more. … Listen Nowkeyboard_arrow_right
Article Bond Outlook 2022 By Chris Keith — January 11, 2022 2021 Bond Market in Review Before we get to our bond market outlook for 2022, let's look back on 2021. The year kicked off with a challenging Q1 for bond investors. Bonds battled back with positive results over the remainder of the year—but there wasn’t enough consistency or strength to overcome Q1’s … Read Morekeyboard_arrow_right