Fixed Income

A Bumpy Start to the Rate Cut Era

Fixed income markets kicked off the year with an atypical jubilance for an asset class designed to preserve capital and generate income. Nevertheless, a rapid decline in long-term rates over […]

April 1, 2024 | Fixed Income |

What Goes Up … May Actually Come Back Down

The year 2023 was quite a rollercoaster for U.S. fixed income markets. Rates across the yield curve saw considerable volatility throughout the year as the Federal Reserve’s campaign against inflation […]

January 14, 2024 | Fixed Income |

Fixed Income and Credit: The Federal Reserve Hikes Again.

Interest rates rose in the quarter and finished at year-to-date highs across the yield curve. The move higher in rates weighed on performance, with both benchmark 10-year Treasury Notes and […]

October 16, 2023 | Fixed Income |

Fixed Income and Credit: The Fed Goes Marching On

The bond market settled down even as the Fed continues its fight against inflation. After a rather unpleasant five quarters of frenzy in the fixed income market, a vague sense […]

July 10, 2023 | Fixed Income |

Fixed Income and Credit: Never a Dull Moment at the End of a Cycle

After a forgettable 2022, a year that accomplished the worst 12-month performance on record, U.S. Fixed Income markets were set to return to something of a more placid environment in […]

April 15, 2023 | Fixed Income |

Credit Markets: 2022 Marks Worst Year for Bonds in History   

Aggressive interest rate hikes led to unprecedented losses in the bond market. Amidst continued aggressive monetary tightening by the Federal Reserve, the U.S. bondmarket notched its worst year on record […]

January 15, 2023 | Fixed Income |

Credit Markets: The Bond Bear Market Continues

After years of being underweight to bonds, we now see attractive yields that could become tailwinds for client portfolios. What was already one of the worst year-to-date performances in bond […]

October 23, 2022 | Fixed Income |

Credit Markets: A Historically Bad Year So Far

During the first half of 2022, U.S. Bonds performed worse than any full year since 1842. According to a May 6, 2022 article* in The Wall Street Journal, the performance […]

July 17, 2022 | Fixed Income |

Credit Markets: Is A Recession Coming?

The first quarter of 2022 was one of the worst on record for the bond market. Bond markets came under intense pressure during the first quarter, with all issues posting […]

April 17, 2022 | Fixed Income |

Credit Markets: Slower Growth Ahead?

The average U.S. bond had a negative total return in 2021 for the first time since 2013. The fourth quarter was another volatile one for interest rates as credit markets […]

January 16, 2022 | Fixed Income |

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Authors

  • Aaron Szager, CFP
  • Alexandra Sandberg, CFP®, ChFC®, ECA
  • Ben Viemeister, CFA
  • Cameron Wadsworth
  • Charles Osborne
  • Chuck Else
  • Dan Haut, CFP® CIMA®
  • Jack Fagan, CFA
  • Jason Rodnick, CFA
  • Jay Skaalen, CFA, CFP®
  • Jim Baer
  • Justin McNichols, CFA
  • Karen McMillan, CFP®
  • Tom Piro, CFP®, Enrolled Agent
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