2024 has presented fixed income investors with a new rate regime. Our Fixed Income Model Portfolio offers advisors a dynamic and cost-effective way to access fixed income markets, leveraging the insights of our investment team. As we celebrate the 10-year anniversary of the Fixed Income Model Portfolio, Andrew Okrongly and Kevin Flanagan provide an update on our current outlook and positioning, and look back on performance since inception.
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What are important questions for investors to consider as we approach 2024? Jeremy Schwartz and guest author Samuel Rines outline the signposts for the transition of the major themes dominating markets.
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Fixed income has regained its historical role within portfolios—generating risk-controlled yield and acting as a hedge to equity beta risk. Scott Welch and Kevin Flanagan survey the current market environment and outline how bond investors can generate yield.
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We cannot be sure about how the market will perform in the future, but we can use historical data and trends to make informed decisions. Our Model Portfolio Investment Committee analyzes market outlooks and applies them to our current Model Portfolio allocations and positions.
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On the latest episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Samuel Rines, Managing Director of CORBU, a research intelligence and advisory platform at the intersection of markets, policy and national security. They discussed PolyMacro and the implications for the markets and asset allocation today.
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The “Magnificent Seven” and “MegaCap-8” have been hot topics in the markets recently. Scott Welch analyzes these stocks from a valuation perspective and looks at current valuations across different asset classes and styles.
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