Fixed Income & Credit views across tracked managers.

Small businesses and sole proprietors often struggle to offer retirement plans due to cost, complexity and uncertainty around year-end income, yet these same owners recognize how critical retirement benefits are for both themselves and their employees.

A SEP IRA can help bridge...

Multi-asset income investing is evolving beyond traditional stock dividends and bond coupons, as investors seek more durable cash flows across changing market cycles.

By widening the opportunity set to include global high-yield credit, securitized debt, real assets and other alternative income sources,...

Public markets remain the foundation of long‑term investing, but they now capture a smaller share of corporate growth as more companies stay private for longer.

This shift has pushed private equity, credit, real estate and infrastructure from the sidelines toward the mainstream,...

Traditional stock‑bond relationships are being tested as inflation fears, driven in part by higher oil prices and geopolitical tensions, disrupt the negative correlation investors have relied on for decades.

Markets are treating the current oil shock as sharp but temporary, which keeps...

Geopolitical risk returned to the forefront in February, as the Iran conflict sparked renewed volatility and pushed investors toward higher-quality assets.

Credit and securitized markets reacted with widening spreads in some segments, while areas perceived as safer saw stronger demand.

Rising tensions in the Middle East and a sharp move in oil and bond markets have pushed volatility back to the forefront, but history suggests that shocks are often absorbed more quickly than headlines imply.

Past drawdowns tied to war, energy spikes...

US corporate defined benefit pensions entered 2026 from a position of unusual strength, with aggregate funded status reaching its highest year‑end level since before the Global Financial Crisis.

Strong equity and fixed income returns in 2025, combined with broader adoption of liability‑driven...

The Federal Reserve meeting underscored a rare mix of institutional drama and policy continuity, as Chair Powell affirmed his temporary status while emphasizing the legality and necessity of staying through an ongoing investigation.

Behind that backdrop, monetary policy itself remained steady, with...

Geopolitics moved to the forefront in late February and early March as U.S. and Israeli strikes on Iran, followed by Iranian retaliation and tanker attacks in the Strait of Hormuz, pushed oil prices higher and briefly reshaped risk sentiment.

Markets are now...

Credit markets appear stable, yet widening dispersion is revealing mounting pressure beneath the surface.

Business development companies and private credit lenders are facing tighter conditions, even as investors reassess the risks they have been paid to take.

Oil’s recent spike has jolted markets, but the move so far looks materially less severe than past oil shocks, with inflation likely pushed higher yet still short of crisis territory.

The US economy appears set for slower, not stalled, growth as higher...

DALBAR’s 2025 study found that variable annuity investors earned higher average returns than equity mutual fund investors in 2024, supported by longer holding periods and a stronger commitment to staying invested.

Variable annuity equity subaccount investors achieved an average return of 19.60%,...

Municipal bonds extended their run of positive returns in February, supported by strong demand, solid fundamentals, and manageable credit profiles across most states and cities.

Yields fell across the curve and the steepening muni term structure now rewards investors willing to extend...

Kevin Warsh’s nomination has renewed focus on the Fed’s balance sheet and its central role in shaping liquidity, funding costs, and money market yields.

Years of operating under an “ample reserves” framework have left the system accustomed to abundant central bank liquidity,...

Invesco [ticker] offers investors intraday access to ETF exposure through major U.S. stock exchanges, providing flexibility to align trades with market conditions and portfolio goals.

Advisors and investors can integrate the strategy across a range of brokerage platforms, while coordinating with financial...

The coordinated US–Israel strike on Iran and the ensuing conflict have triggered a sharp oil price spike, renewed inflation concerns and a risk-off tone across public markets, but they have not altered the long-term case for private assets.

In the near term,...

Escalating conflict in the Middle East is pushing geopolitical risk higher, but markets so far are signaling unease rather than outright panic.

Safe-haven assets like gold and the U.S. dollar have strengthened, while oil prices have risen on fears of supply disruption,...

The permanent extension of the Qualified Business Income (QBI) deduction reshapes after-tax outcomes for pass-through business owners and narrows the gap with C‑corp tax treatment.

With more generous income thresholds now in place, a wider range of entrepreneurs and professional practices can...

The rapid advancement of AI is creating a "Global Intelligence Crisis" by automating tasks previously performed by white-collar workers.

This displacement leads to wage compression and reduced consumer spending, impacting the real economy despite booming productivity metrics.

Coordinated U.S.–Israeli strikes inside Iran mark a shift toward a potentially longer, more uncertain conflict, with markets now focused on how far escalation spreads beyond military targets.

The key swing factor is whether Iran’s response threatens energy and shipping routes—especially through the...

The discussion highlights a resilient US economy in 2026, with modest growth, easing policy, and no recession in sight, creating a supportive backdrop for fixed income.

Within that landscape, municipal bonds stand out as offering attractive relative value versus taxable credit, with...

The One Big Beautiful Bill Act’s permanent increase of the lifetime gift and estate exclusion to $15 million reshapes the planning landscape, but it does not remove the need for thoughtful estate design.

Many families under the federal threshold may still face...

Official-sector investing is more complex than the simple split between central banks and sovereign wealth funds, with a growing “missing middle” of finance ministries, stabilization funds and public pension plans shaping markets in subtle but powerful ways.

These institutions in emerging markets...

AI-related debt issuance is rising as hyperscalers fund massive infrastructure buildouts, prompting comparisons to the Dot-Com era and concerns about a potential bubble.

While AI-linked borrowing now represents roughly one-third of USD net issuance in 2025, the pace of growth remains far...

February’s market narrative is defined by a renewed belief in earlier Fed easing, driving a powerful rally in Treasurys and a constructive start for fixed income, even as volatility persists on the long end of the curve.

Credit markets are navigating heavy...

SECURE 2.0 meaningfully improves the economics of starting a retirement plan for small businesses, creating a more compelling environment for advisors to recommend new 401(k), SEP and SIMPLE plans.

The law adds a new employer contribution credit of up to $1,000 per...

Advisors and investors are navigating a shifting tax landscape as key provisions of the One Big Beautiful Bill Act begin to phase in for 2026, creating both planning challenges and opportunities.

Roth conversions and alternative Roth funding strategies can help hedge against...

Investors can access Invesco [ticker] on major U.S. exchanges through most brokerage platforms, or by working directly with a financial professional who can help determine if it fits their overall portfolio strategy.

The ETF structure offers intraday trading flexibility, but frequent buying...

AI is moving from narrative to measurable disruption, with markets now trying to price real changes in software economics, digital work and infrastructure spending rather than a speculative bubble.

Jonathan Curtis argues that AI capabilities are improving faster than reported fundamentals suggest,...

Investment grade credit enters 2026 from a position of strength, after solid 2025 returns in both euro and US dollar markets despite a volatile macro backdrop.

Tight spreads and rising dispersion mean investors may need to look beyond traditional passive benchmarks, where...

Municipal bonds are entering 2026 on stronger footing, with healthier fundamentals and attractive after-tax yields setting the stage for potential outperformance versus taxable bonds.

A steeper yield curve is creating opportunities both at the long end, where valuations look more compelling after...

Advisors ended 2025 with portfolios that were more risk-aware yet still positioned for opportunity, tilting toward lower beta, reduced correlations and more deliberate style and sector choices.

A weaker dollar, resilient local returns and shifting sentiment drove a meaningful rotation away from...

Married couples typically benefit from filing joint tax returns, as wider tax brackets can keep their marginal rate lower than if they filed as single taxpayers.

Yet in certain situations, such as when one spouse has high medical expenses or owns a...

Invesco [ticker] offers investors intraday access to the markets through major U.S. stock exchanges, making it a flexible tool for implementing portfolio views in real time.

Advisors and investors can integrate the ETF across most brokerage platforms, though availability and transaction costs...

Foreign exchange markets pose unique challenges for emerging markets debt managers because most trading relies on bilateral credit relationships rather than a central guarantor.

These arrangements embed both credit and execution costs into FX spreads, making it hard to see and optimize...

Blockchain-based finance is shifting from a narrow focus on stablecoins toward a broader “universal liquidity layer” that connects cash, tokenized deposits, money market funds, and government bonds on-chain.

For advisors and investors, this means digital dollars are no longer just trading tools...

Treasury yields edged higher to start 2026, as markets weighed a modest rise in the 10-year against the larger implications of Kevin Warsh’s nomination to lead the Fed.

Investors now face a potential “regime change” in monetary policy, with Warsh signaling support...

Tax planning is taking on new urgency as the 2025 One Big Beautiful Bill Act reshapes to‑dos for both advisors and investors.

Shifts in deductions, including a higher SALT cap and new breaks that apply even for those claiming the standard deduction,...

The Federal Reserve remains at the center of markets, with policy developments now intertwined with rising political and legal drama around Chair Powell, Governor Cook, and the nomination of Kevin Warsh.

While the headlines are noisy, the January FOMC meeting itself was...

A powerful rally in gold and other metals, a landmark EU‑India trade deal, and renewed questions around Japan’s bond market and the dollar all shaped investor thinking this week.

Precious metals’ sharp gains, driven by central bank buying and wider retail access,...

Markets are entering a new phase as President Trump nominates Kevin Warsh to succeed Jerome Powell as Fed chair, raising fresh questions about the path of interest rates and the central bank’s independence.

The Fed is currently on hold after aggressive cuts...

Invesco [ticker] offers investors intraday access to ETF trading on major U.S. exchanges through a wide range of brokerage platforms.

Advisors and investors can integrate this ETF into portfolios to pursue specific market exposures or strategies, while coordinating purchases with existing allocation...

Global growth is expected to improve in 2026, helped by fiscal support, easier financial conditions and reduced tariff uncertainty, while inflation trends lower toward central bank targets.

In the US, tax refunds and deregulation under the One Big Beautiful Bill Act should...

European fixed income enters 2026 on firmer footing, with ECB easing now feeding through to stronger growth and inflation close to target.

A German-led fiscal push is emerging as a key driver, lifting domestic activity and supporting the broader eurozone, even as...

Emerging markets debt delivered strong returns in 2025, but today’s tight spreads and muted volatility suggest investors are being paid very little to take on benchmark risk.

Dollar-denominated EM debt now offers a spread over Treasuries that is not only well below...

As 2026 begins, investors are weighing the trade-off between concentration in a narrow set of winners and broader diversification, with hedge funds increasingly used to manage risk and seek differentiated returns.

A more fragmented macro backdrop, persistent geopolitical tensions and low headline...

Fixed income markets ended the year with higher yields and steeper curves as investors pushed out expectations for rate cuts and demanded more compensation for duration risk, even as central banks signaled a cautious, data-dependent stance.

Credit markets proved resilient in this...

Global fixed-income markets in 2026 are being supported by steady growth, moderating inflation and the tailwind of central bank easing, which together have lowered recession risks and bolstered risk assets.

With inflation near target and major central banks nearing the end of...

The One Big Beautiful Bill Act sets up a very different tax landscape for 2026, creating both planning opportunities and new pitfalls.

Advisors will need to navigate a more complex mix of rules around charitable giving, as non-itemizers gain a modest above-the-line...

Invesco [ticker] offers investors intraday access to the markets through major U.S. stock exchanges, making it a flexible tool for implementing portfolio strategies.

Advisors and investors can integrate this ETF into existing allocations by working through their preferred brokerage platform or collaborating...

Emerging market debt has enjoyed a strong year, but Senegal stands out as a stark exception, with its dollar and eurobonds trading just above distressed levels.

A wave of newly uncovered liabilities has pushed public sector debt to roughly 132% of GDP...

In 2025, emerging market (EM) fixed income has shown resilience amid economic and geopolitical challenges, with hard currency EM sovereign bonds returning over 12% and local bonds achieving a 15% gain.

This performance underscores the balance between capital appreciation and high-income yields...

As we look ahead, the investment landscape is shaped by several key trends and challenges that financial advisors and investors must navigate.

The role of AI in both markets and corporate strategy continues to grow, with implications for sectors such as data...

As we look to 2026, financial advisors and investors should brace for a year marked by cautious optimism amidst economic uncertainties.

The labor market remains a crucial indicator of the US economy's resilience, bolstered by robust consumer spending from higher-income groups.

In the evolving landscape of college savings, 529 plans emerge as a vital tool for families aiming to manage rising education costs.

These plans offer tax-free growth and withdrawals when used for qualified educational expenses, adapting to diverse educational paths including vocational...

As we navigate the current investment landscape, a nuanced understanding of key economic trends and risks is crucial.

The US economy shows resilience, buoyed by robust consumer spending and low unemployment, though inflation remains a persistent challenge for the Federal Reserve's monetary...

In a landscape shaped by a significant data vacuum due to the U.S. government shutdown, investors and policymakers have been navigating with limited visibility into economic health.

The Federal Reserve proceeded with another interest rate cut, though Chair Powell's cautious rhetoric has...

Investment trends today are shaped by a blend of historical insights and current dynamics, revealing both opportunities and risks.

The resurgence of government spending to combat economic downturns has sparked debates reminiscent of the Reagan-era tax cuts, focusing on whether these measures...

In today's investment landscape, focusing solely on traditional bond indices like the Bloomberg Aggregate may limit exposure to a wealth of lesser-known opportunities within the fixed income asset class.

As mainstream sectors face tightening spreads, exploring areas beyond the index can uncover...

As the year draws to a close, strategic charitable giving presents both a meaningful way to support causes and an opportunity for tax savings.

Recent legislative changes under the One Big Beautiful Bill Act will soon alter how deductions are applied, making...

As the Federal Reserve eases its policy stance, investors face a pivotal moment to re-engage with fixed income markets, shifting from cash-like investments towards opportunities in bonds.

The Fed's divided outlook on future rate cuts adds a layer of uncertainty; however, absent...

The Federal Reserve's recent interest rate cuts signal a shift from restrictive policies as it aims to balance inflation control with employment growth.

Despite concerns over tariffs, inflation remains stable, allowing for a more neutral monetary stance with potential further rate reductions...

As we approach year-end, financial advisors and investors are urged to consider the impact of evolving tax legislation on investment strategies.

The One Big Beautiful Bill Act introduces new deductions for 2025, prompting a strategic review of current income levels and potential...

Exchange-Traded Funds (ETFs) have become a cornerstone of modern investment strategies due to their transparency and cost-effectiveness.

As the ETF market expands, investors must scrutinize not just fees but also how premiums and discounts affect total ownership costs.

In the current investment landscape, financial advisors and investors must navigate a complex macroeconomic environment marked by slowing global growth, geopolitical tensions, and fiscal challenges.

Inflation appears to be trending towards central bank targets, prompting monetary policy adjustments worldwide.

The investment landscape is poised for significant shifts with the introduction of new tax provisions under the OBBBA, particularly affecting planning strategies for the 2025 tax year.

As these changes loom, financial advisors and investors must reassess their portfolios and consider strategic...

As New York City approaches its mayoral election on November 4, 2025, municipal bond investors are keenly observing potential impacts on the city's bonds and credit rating.

While a new mayor will bring fresh perspectives, their ability to enact significant policy or...

Credit markets have long mirrored the broader economic landscape, swinging between growth and downturns over time.

Investors have navigated through significant changes, from the global financial crisis to an era of low interest rates, and are now adjusting to higher yields with...

Recent developments in the credit markets, highlighted by the revelations from Zions and Western Alliance about fraudulent exposures, have stirred concerns reminiscent of early 2023's banking challenges.

While these issues are seen as isolated incidents, they bring attention to broader trends in...

The investment landscape is undergoing a significant transformation, with the shift from traditional portfolio construction to more personalized, client-centric approaches.

Modern Portfolio Theory's long-standing equity and bond allocations are being reimagined as investors seek solutions that cater not only to financial returns...

In recent years, private markets and alternative investments have captured the attention of investors seeking new opportunities beyond traditional portfolios.

Financial advisors are tasked with demystifying these options, such as private credit, which has become more accessible to individual investors through innovative...

Federal government shutdowns have historically had a limited direct impact on the municipal bond market, typically causing only brief disruptions.

These shutdowns often lead to temporary delays in federal funds and income tax receipts, with minimal credit implications for municipalities.

The US Federal Reserve is navigating a delicate balance between ongoing inflation risks and a weakening job market, prompting cautious adjustments to monetary policy.

Recent rate cuts by the Federal Open Markets Committee signal a shift that could influence investment strategies, particularly...

The recent turbulence in the auto finance sector, marked by bankruptcies and increased delinquencies, suggests potential stress among subprime borrowers, even as the broader economy remains stable.

This reflects a growing divide, with wealthier households continuing to prosper while lower-income groups face...

As the Federal Reserve adopted a cautious approach with its latest rate cut, investors are reminded of the central bank's commitment to controlling inflation while maintaining positive real interest rates.

The U.S. yield curve has flattened, indicating restrained expectations for further aggressive...

The recent bankruptcy of a subprime auto loan lender serves as a cautionary tale, highlighting the importance of due diligence and responsible management in volatile economic conditions.

As the divide between affluent households and those struggling with inflation widens, rising interest rates...

In the current financial landscape, long-term municipal bonds present a compelling investment opportunity due to their attractive yields and historical performance patterns.

Despite a sluggish start earlier this year, these bonds have experienced a notable recovery since mid-July, outperforming their short-term counterparts....

In 2025, the municipal bond market has faced significant challenges, underperforming compared to other fixed-income indices due to record issuance and lingering investor concerns.

Despite initial worries over policy changes and climate risks impacting municipal credit, many of these fears have not...

The Federal Reserve's recent shift to rate cuts is poised to stimulate economic growth, yet poses challenges for income-dependent savers.

As Baby Boomers retire in increasing numbers and Social Security faces financial strain, the urgency for sustainable income solutions intensifies.

As financial markets continue to evolve, several key trends are shaping investment strategies.

The rise of sustainable investing is creating new opportunities for growth, as investors increasingly seek companies with strong environmental, social, and governance practices.

The third quarter saw positive momentum in the bond market, with the Bloomberg US Aggregate Bond Index posting a notable 2.03% return.

This favorable environment extended across major sub-sectors, including US Treasurys and corporate bonds, despite earlier volatility.

The recent legislative changes brought by the One Big Beautiful Bill Act have significantly increased the lifetime exclusion for gifts and estates to $15 million, providing clarity for financial planning without an expiration date.

This shift means most estates won't face federal...

Emerging and frontier market central banks are increasingly adopting diversified strategies for managing their reserves, moving beyond the traditional reliance on US dollars and Treasury securities.

This shift is a response to past financial crises, commodity fluctuations, and geopolitical tensions, leading them...

As we navigate the financial landscape, key trends reveal a resilient global economy that has defied predictions of hard landings amidst trade shocks.

The US, while experiencing slower growth and labor market cooling, benefits from strong corporate investments and AI capital expenditures....

The recent U.S. government shutdown has introduced immediate challenges for retirement savers and their advisors, creating an environment where strategic foresight is essential.

Advisors play a crucial role in providing reassurance and guidance, particularly as market volatility may cause anxiety among investors...

In the current climate of political tension and economic uncertainty, financial advisors and investors are keenly observing the effects of the U.S. government shutdown on markets.

Historically, these shutdowns have had minimal long-term impact on financial markets, with any initial volatility typically...

The recent rate cut by the Federal Reserve presents an intriguing scenario for financial advisors and investors, especially in considering liquidity products.

While direct market securities like government auctions respond swiftly to these changes, other financial instruments such as mortgages and money...

As we approach the end of the year, investors and financial advisors face a dynamic landscape shaped by potential rate cuts and evolving economic policies.

Confidence in market conditions is high, yet caution is warranted as key questions about employment, consumer spending,...

The recent intervention by US Treasury Secretary Scott Bessent has provided a much-needed lifeline to Argentina's embattled President Javier Milei, amid investor concerns following electoral setbacks and corruption scandals.

Bessent's commitment to support Argentina has resulted in negotiations for a $20 billion...

The U.S. economy has shown unexpected strength, with GDP growing at its fastest pace in two years during the second quarter, driven by robust personal consumption.

This growth trajectory suggests potential economic acceleration in the latter half of the year, supported by...

As the investment landscape evolves, financial advisors and investors are navigating a complex world where artificial intelligence and traditional methods intersect.

The ETF market exemplifies this blend, with innovations like digital assets and private credit ETFs complementing stalwarts such as large-cap equities...

With the recent 25 basis point rate cut by the Fed, bond investors are evaluating its implications on their portfolios.

This presents an opportunity to consider bank loans as a strategic addition to traditional bond investments, particularly in today's fluctuating economic environment....

In the evolving landscape of investment opportunities, understanding key trends and associated risks is crucial for informed decision-making.

With the global economy facing fluctuations, sectors such as renewable energy and technology are demonstrating significant growth potential, driven by increased demand for sustainable...

In the current economic landscape, financial advisors and investors face a complex interplay of trends shaping their decisions.

The Federal Reserve's focus on employment over inflation reflects its historical tendency to prioritize growth support, despite looming stagflation risks.

The recent decision by the Federal Open Market Committee to reduce the policy rate by 25 basis points signals a responsive shift to emerging labor market weaknesses and political pressures.

This move, while anticipated, underscores a broader narrative of balancing risks between...

The Federal Reserve's recent interest-rate cut marks a pivotal shift in monetary policy, potentially signaling a renewed focus on capital preservation strategies within retirement plans.

This adjustment could enhance the appeal of stable value funds, which offer both price stability and inflation-beating...

The One Big Beautiful Bill Act (OBBBA) has introduced significant tax changes that will impact both individuals and businesses, offering new opportunities for strategic planning.

For individuals, the act provides avenues to optimize retirement savings and deductions, while businesses must navigate adjustments...

In the current investment landscape, financial advisors and investors are navigating a period of muted volatility in the fixed income market, despite underlying pressures that hint at potential upheaval as we transition into fall.

The recent calm in bond markets seems paradoxical...

In the eurozone, the European Central Bank's decision to hold interest rates steady comes as France grapples with political upheaval and fiscal challenges.

The resignation of France’s prime minister amid public discontent over economic policies highlights concerns about rising debt levels and...

As the fixed income market evolves, financial advisors and investors are urged to consider a diversified approach beyond core US opportunities.

In developed markets, high-yield bonds present appealing prospects due to their short duration and robust yields, despite potential volatility in spreads....

Recent legislative changes offer both opportunities and challenges for businesses, particularly through tax reforms that extend and enhance deductions.

Key provisions include the permanent extension of the Qualified Business Income deduction, which benefits certain pass-through business owners by allowing a 20% deduction...

In the dynamic realm of investment strategies, options-based ETFs have gained traction as a sophisticated tool for investors aiming to balance risk and reward.

These innovative funds offer unique opportunities for income generation and risk management but are often perceived as complex...

In the current investment landscape, small-cap stocks have quietly outperformed their larger counterparts, offering a compelling alternative to the concentrated large-cap market.

As investors recognize the depth and diversity of equities, small-caps are emerging as an attractive option due to their relatively...

In today's complex financial landscape, the rise in long-term government bond yields relative to short-term ones highlights the strain on many nations as they grapple with increased debt servicing costs.

This scenario presents a critical challenge for governments, potentially curtailing their ability...

The evolving landscape of investment calls for a reconsideration of traditional portfolio strategies, particularly as recent events have exposed the vulnerabilities in relying solely on stocks and bonds.

The introduction and growing acceptance of alternative investments offer financial advisors diverse tools to...

Over the past two decades, the bank loan market has undergone substantial transformation, creating new opportunities for active managers.

These structural changes have introduced inefficiencies that can be effectively navigated through meticulous, bottom-up analysis.

The debate around "American exceptionalism" continues as investors ponder if the U.S. can maintain its edge in delivering superior investment returns amidst evolving global dynamics.

America's capacity for innovation remains a strong pillar, promising potential sustained performance, provided confidence in its institutions...

As financial markets navigate the complexities of evolving monetary policies and technological advancements, key trends and opportunities are emerging.

The money markets have shown resilience, with stable value investments continuing to offer attractive yields amid robust fundamentals since 2008.

In the wake of Jackson Hole 2025, the bond market has found a clearer direction with Fed Chair Jay Powell's comments suggesting an easing stance from the Federal Reserve.

Economic and employment growth in the US have slowed, leading to lower short...

In today's investment landscape, the Federal Reserve's influence is predominantly seen in short-term interest rates, with less impact on longer maturities due to concerns about inflation and deficits.

This divergence suggests that while savings accounts may align with Fed actions, mortgage rates...

In recent years, private credit has emerged as a compelling asset class for investors seeking enhanced returns and portfolio diversification.

However, the quality of loans being underwritten is crucial for long-term performance, with market pressures potentially leading to weakened standards during exuberant...

Federal Reserve Chairman Jerome Powell's recent speech at the Jackson Hole Conference has been interpreted by markets as a dovish shift, sparking rallies in stocks and bonds while pushing the dollar lower.

However, Powell's nuanced remarks suggest that while rate cuts are...

The current economic landscape is marked by a peculiar mix of slowing growth and rising inflation, evoking concerns of a stagflation-like scenario.

Despite robust GDP numbers in the second quarter, underlying indicators suggest a cooling economy as evidenced by softening private domestic...

As financial advisors and investors navigate the ever-evolving landscape of municipal bonds, key trends and opportunities are emerging in this traditionally stable market.

The post-2008 shift from insurance-backed securities to a more credit-focused approach has increased inefficiencies, presenting lucrative prospects for professional...

As college education remains a significant financial goal for many families, the landscape of funding options is evolving amid rising tuition costs and shifting federal aid policies.

A strategic approach to saving, particularly through tax-advantaged accounts like 529 plans, has become crucial...

In the ever-evolving landscape of investment, bank loans have emerged as a compelling option for those seeking to enhance returns while managing risk.

These loans, often overlooked compared to high yield and investment-grade bonds, provide a unique combination of benefits such as...

In 2025, while fixed income sectors have generally performed well, municipal bonds have lagged behind, presenting a unique divergence that may intrigue investors.

Despite the Bloomberg Municipal Bond Index showing negative returns year-to-date, the steep yield curve within the municipal market offers...

The prospect of stagflation is becoming a topic of concern as economic indicators show signs of stress, with rising prices and slowing job growth.

This unique situation, marked by stagnant economic growth combined with high inflation and unemployment, challenges both policymakers and...

In the current high-yield bond market, the balance between risk and reward appears skewed, with risks not adequately priced.

Economic indicators such as geopolitical tensions and a softening U.S. labor market suggest a prudent, defensive approach to investing in this sector.

The recent changes in U.S. tax laws present both opportunities and challenges for investors, particularly as many provisions will take effect in the 2025 tax year.

One notable change is the temporary increase in the state and local tax (SALT) deduction cap...

The US economy is navigating a period of softness, with GDP growth hindered by weak personal consumption and capital expenditure, yet bolstered by low unemployment.

The Federal Reserve's cautious stance on interest rates reflects the uncertainty surrounding inflation and the impact of...

In the latest Federal Open Market Committee meeting, the decision to maintain interest rates reflects a cautious approach amid mixed economic signals.

Despite dissent from some board members who favored rate cuts, the Fed's assessment highlights a moderated economic growth and labor...

The auto-related asset-backed securities (ABS) market, notably loans and leases, is thriving amid high used car prices and low unemployment.

This environment reduces risks for investors as elevated vehicle values mitigate potential losses from borrower defaults.