Insights

Duration is one of the most important concepts for bondholders to understand as they review the performance of their fixed income investments.

The Treasury yield curve bull flattened in September, with the 10-year yield falling by eight basis points.

Private credit allocations have progressed from niche to mainstream, presenting investors with two critical considerations.

In August 2025, the financial markets were marked by a mix of economic resilience and shifting policy expectations.

Separately managed accounts can offer the advantage of greater control of your tax liabilities through strategies such as tax-loss harvesting and tax-loss swapping.

As yields rise or fall, the pace and size of any change in one bond’s prices can be different than another bond.

Traditionally, investors have allocated to high-quality investment grade bonds with a goal of earning predictable income, diversifying their overall portfolio risk, and preserving capital.

Premium bonds and the math behind them continue to furrow the brows of many municipal investors.