Fixed Income 4Q22 Market Review & Outlook
January 10, 2023 — While the fourth quarter brought encouraging news on the inflation front and optimism for a monetary policy pivot in 2023, it coincided with a worsening global economic picture. The good news for fixed income investors is that conditions in 2023 are much more favorable. Attractive yield carry, a weak growth picture, and the end of the Fed cycle are all conditions conducive to strong returns in core fixed income.
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Municipal Fixed Income
Municipal Fixed Income 4Q22 Market Review & Outlook
January 10, 2023 -- From an investment return standpoint, almost everyone was happy to see 2022 end. The municipal market was . . .
Municipal Fixed Income
‘Tis the Season . . . for a Muni Rally in January
January 3, 2023 -- The “January Effect” will provide a supportive technical backdrop as investors look to rebalance asset allocations, including their municipal holdings.
Fixed Income
From Inflation to Recession Fears – An Opportunity in Core Fixed Income
December 15, 2022 -- The Consumer Price Index (CPI) reading for November surprised to the downside for the second consecutive month, leading to . . .