Fixed Income Strategies

Fixed income investments can play an important role in helping investors diversify their portfolios, plan for retirement, generate income, and potentially minimize taxes.

What we offer

Our fixed income strategies are available in ETFs, mutual funds, and separately managed accounts that seek to deliver consistent results across a range of market environments. They cover all major sectors, including broad market, government, corporate, and municipals.

Our approach

We focus on what’s best for meeting investor needs. And that means taking a philosophical approach that uses qualitative and quantitative elements for managing risk. We also focus on keeping fund fees and expenses low to help benefit investors’ total net return.

              

Separately managed accounts

Our separately managed account (SMA) product lineup gives investors more control, personalization, and transparency for investing. For fixed income, we offer a wide range of SMAs, including Wasmer Schroeder™ Strategies, with both taxable and tax-exempt actively managed options.

Learn about our separately managed accounts.

 

Mutual funds

We offer a straightforward lineup of fixed income mutual funds designed to build the foundation of your clients’ portfolios. Fund expenses are competitive, with index mutual fund expenses starting as low as 0.04%, with no investment minimum.1 And our tools help make researching and selecting mutual funds easier for both you and your clients.

Learn about our mutual funds.

 

ETFs

Our bond ETF offerings provide your clients with a wide range of low-cost choices for strengthening the diversity of their portfolios. Additionally, our bond ETFs can potentially offer tax efficiency, liquidity, and transparency. Use our advisor tools to help you better evaluate and screen our ETF selection.

Learn about our ETFs.

Fixed income insights

See what our executives, strategists, and fixed income specialists have to say about the market as it relates to fixed income strategies.

Bond Insights

A trifecta of factors support the dollar, including the relatively strong performance of the U.S. economy, tightening monetary by the Federal Reserve, and safe-haven buying. These are likely to remain intact into 2023.
Bond Insights

The Federal Reserve's pledge to curb inflation appears to have resonated with the market. If the central bank raises rates as much as recent projections indicate, the risk of recession rises. Consequently, bond yields have been pulling back from recent highs and the yield curve has flattened.
Market Commentary

Returns should be better for fixed income investors in the second half of 2022, now that interest rates have reset higher. However, we still expect volatility to remain high as central banks shift away from easy-money policies.