Fixed Income
News and insights
Fixed Income content
Fixed Income
This monthly commentary on the fixed income markets provides a glimpse into the insights generated by our investment team at Wasmer Schroeder™ 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.
Fixed Income
Timing the market is easier said than done and attempting to time the market may create real opportunity costs. Learn why investors with longer-term horizons may have less to fear from rising interest rates.
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.
Bond Insights
Major central banks are hiking interest rates rapidly and shrinking their balance sheets in an effort to "normalize" policy. The question hanging over the market is, "What is a normal policy rate?"
Bond Insights
The first quarter was brutal for fixed income investors, as bond prices fell and yields rose. However, the steep rise in yields should mean that income investors can finally earn relatively attractive yields in the bond market, after enduring nearly three years of near-zero interest rates.
Bond Insights
The Federal Reserve is expected to starting hiking short-term rates at its March meeting. But how fast will the pace be?
Fixed Income
Taxable municipal bonds may offer a compelling value proposition for investors with a commitment to strong independent research and a robust municipal bond trading infrastructure. Learn more in this white paper.