Why duration is less meaningful for high yield

Over the last couple of years, the long-awaited rate increases finally took hold. In anticipation of rate hikes, investors in fixed income continuously evaluated their interest-rate exposure by reviewing their portfolio duration. Investors often view duration as an indicator of how their fixed-income investments may perform in different interest rate scenarios

Read More
Jul 19, 2018

Earnings to push the S&P higher

Heading into the peak weeks of the second quarter, earnings season and the S&P 500 are challenging their January highs. Now, investors are wondering if these earnings...

Jul 19, 2018

Active or passive management? Or both?

To build long-term wealth, Investing 101 has always preached the virtues of equities. But, a new study found that...

Jul 17, 2018

Markets maintain positive movement, with a side of volatility

This month’s macroeconomic themes focused around tariffs, labor, and the Fed’s stance on rates. Yet, despite the...

Jul 17, 2018

Emerging markets submerged

Emerging market (EM) stocks, bonds, and currencies have experienced heavy redemptions in recent months, driving pricing sharply lower...

Jul 10, 2018

Exploiting market inefficiencies with a systematic approach

Equity market returns have been choppy in recent months, as investors have reacted to mixed economic data...

sign up now to receive our latest blog posts