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Investing

Understanding Bond Convexity

John Bastoni, CFA, Eric Haase, CFA
Municipal

2025 Municipal Market Outlook

Adam Stern, J.D., M.P.A.

The municipal bond market enters 2025 with strong but ebbing credit fundamentals, the potential for rising Municipal/Treasury ratios driven by increased issuance and weaker demand due to policy uncertainty, and tight credit spreads.

Sustainable

Demographics, Competition Test School Budgets

Erika Smull, PhD.

Demographic shifts, more competition in the public school arena, and state aid formulas are driving challenges.

Sustainable

Global Climate, Biodiversity Conferences in 2024, Mark Progress, Highlight New Goals

Robert Fernandez, CFA

United Nations conferences conducted in 2024 continued to focus nations on the key sustainability risks presented by climate change and degradation of biodiversity around the world.

Equities

Seeking Income Diversification: Complementing Fixed Income with High Quality Dividend Equities

Joshua Perez, CFA, Bryan Poston, CFA

High quality investment grade (IG) bonds have traditionally played an important role in well-diversified portfolios of investors seeking stable income, diversification, and capital preservation.

Investing

From Crisis to Confidence: The Changing Landscape in Bond Investing

Ognjen Sosa, CAIA, FRM

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.

Educational

Financial Glossary

A glossary of common terms in the bond markets and there definitions.

Municipal

It May Be Time To Activate Your Muni Bond Portfolio

Matthew Buscone

As economic conditions shift and monetary policies change, we are seeing more divergence amongst issuers and potential opportunities to add value through credit selection.

Investing

Premium Bonds 101

Matthew Buscone

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