Fixed Income and the Ballot Box: Investor Expectations for the 2020 U.S. Election
“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” --Benjamin Graham, 1934
Where people, processes, & technology converge
Explore our insights, news, research, and events on the world of fixed income and technology.
The Fixed Income Brief: Bond Market Sends Yields to Lows Amid Skepticism on Growth Outlook
Investors are becoming more skeptical on the growth outlook as infections rise across the United States, sending bond market yields through recent lows. Fixed income portfolio managers are getting…
July 12, 2020
Investors Seek Yield Despite Rising Re-Lockdown Fears
As fears of a reinstated lockdown hit the market, fixed income portfolio managers continue to assess the downward shift. Bond spreads continue to widen though new issuance remains high as corporate…
June 29, 2020
The Longest Day of the Year & the Largest Single-Day Increase in COVID-19 Cases
As summer officially begins with the longest day of the year across the northern hemisphere the World Health Organization (WHO) reported that June 20th marked the largest single-day increase in…
June 22, 2020
Worries of a Second Wave Hit Investors as Munis Remain a Safe Haven
Markets pause in the face of a second wave of COVID-19 cases in the U.S. and reports of concentrated outbreaks in China. Coming off a strong first week of June, last week was a reality check for…
June 15, 2020
A Diverging Retail Sector: A Comparison of Corporate Bonds
Retail has been in the news of late due to a number of the high-profile bankruptcies and the overall struggle of the industry due to lockdown measures in the wake of the COVID-19. This look at recent…
June 10, 2020
Strong Bond ETF and Muni Recoveries as Markets Look Positive
As protests continue the conversation around race in this country, the markets began looking to a long-term economic recovery with gains in both the equity and bond markets. Europe focuses on the…
June 8, 2020
Continuing IG Bond Issuances and Political Unrest
As the United States seems to have turned a corner on coronavirus, the focus has shifted to political unrest across the country and geopolitical concerns with China. In addition, IG new issuance…
June 1, 2020
Investors Bullish as World Opens and Anticipates Potential Vaccines
As the world begins to emerge from a long viral-induced hibernation, markets hope for a vaccine as the way back to normal. This keeps investors bullish despite continued job losses and more companies…
May 26, 2020