Chart of the Week: Are Bonds Back? February 6, 2023 Bonds bonds, Chart of the Week, Chris Keith, managed bonds We could see a potential government shutdown later in the year, wherein federal agencies are forced to cease all nonessential functions.Read Morekeyboard_arrow_right
2023: A Better Year for Bonds? January 11, 2023 Bonds bonds, Chris Keith, federal reserve, inflation and bonds, managed bonds As a bond investor, the best thing I can say about 2022 is that it’s over! And we believe 2023 will be a better year for bonds. After years of artificially low interest rates, the days of reckoning came in 2022. First slowly, with one rate hike of “just” 25 basis points. … Read Morekeyboard_arrow_right
Bond Outlook Q2 2022 April 18, 2022 Bonds bonds, federal reserve, inflation, managed bonds 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
Bond Outlook 2022 January 11, 2022 Bonds bonds, inflation, managed bonds 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
Bond Market Review & Outlook Q4 2021 October 14, 2021 Bonds bonds, inflation, managed bonds The U.S. bond market was positive for investors in the third quarter—but just barely. The returned 0.05% while the Treasury bond index was up 0.08%. If the quarter ended in the middle of September, we’d be talking about much better returns, but that’s not the way it works. What happened? Taper talk … Read Morekeyboard_arrow_right
Bond Market Q2 Review & Q3 Outlook 2021 July 13, 2021 Bonds coronavirus, managed bonds What a difference a quarter makes! The Aggregate Bond index produced a positive return of 1.83% in Q2, and both momentum and performance in the bond market changed for the better. Just three months ago, bond investors had been rattled by the worst quarterly performance in decades, with the index dropping 3.37%. … Read Morekeyboard_arrow_right
Bond Market Review & Outlook Q2 2021 April 16, 2021 Bonds coronavirus, managed bonds As stocks have soared on the prospects of a vigorous reopening of the U.S. economy, bonds have fallen precisely for the same reasons. From the low of last August, bond yields have risen and bond prices have fallen on expectations that a growing economy will require more lending and, at the same … Read Morekeyboard_arrow_right
Taxable Municipal Bonds: Five Facts You Should Know March 3, 2021 Bonds fixed-income, managed bonds by Chris Keith, Senior Vice President, Fixed Income Our “bond guy,” Chris Keith, gives a rundown of the rapidly growing taxable municipal bond segment of the U.S. bond market Taxable munis may grant both … Read Morekeyboard_arrow_right
Bond Market Outlook 2021 January 15, 2021 Bonds coronavirus, managed bonds Bonds in 2021: A Snapshot 2020 in Review Mitigating risk in a low interest-rate environment has never felt so satisfying. The bond market rewarded investors with a respectable 7.51% return in 2020, nearly matching 2019’s 8.71% return, and ultimately living up to its reputation as the investment we rely upon to help … Read Morekeyboard_arrow_right