
Taxable Bond
Taxable Bond Snapshot August 2025
Markets in August were driven by a solid earnings season, dovish Fed messaging from the Jackson Hole Symposium, and a supportive economic backdrop even as uncertainties remain.
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Separate Accounts | Mutual Fund | ||
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Short-Term Taxable Bond |
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Intermediate Taxable Bond |
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Core Bond |
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Core Bond ESG |
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Enhanced Core Bond |
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Enhanced Core Bond ESG |
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Total Return Bond |
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Corporate Bond Opportunities |
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Short-Term Focused High Income |
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We are active, multi-sector asset allocators. Depending on where we are in the economic cycle, the interest rate climate, and other market factors, we seek out the best relative value among investment grade and high yield corporate bonds, securitized bonds (agency and commercial mortgage-backed securities), government bonds, and Treasuries.
Our active approach combines top down macroeconomic analysis and rigorous bottom-up credit research. We evaluate the business cycle, valuation trends, and market technicals to guide our market and sector allocation decisions. Our security selection process combines fundamental, valuation, and technical analysis to identify companies with solid business models and sustainable cash flows.
A key tenet of our active approach to managing fixed income portfolios is to mitigate risk through diversification, in-depth research, and a distinct bias for quality.
Taxable Bond
Markets in August were driven by a solid earnings season, dovish Fed messaging from the Jackson Hole Symposium, and a supportive economic backdrop even as uncertainties remain.
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Taxable Bond
With high yield spreads near historic tights and the macro backdrop still evolving, today’s market calls for a careful balance between seeking income and managing risk.
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Taxable Bond
In July, the bond market remained in risk-on mode, supported by a better-than-anticipated earnings season and progress on trade deals that removed some of the uncertainty overhang.
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Taxable Bond
Fixed income markets remained resilient in 2Q25, buoyed by firm fundamentals and continued comfort that the Fed would implement rate cuts by year-end.
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Taxable Bond
In June, bond investors were able to focus on what has been driving domestic credit: good fundamentals, supportive technicals, and attractive all-in yields.
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Taxable Bond
Amid new tariffs, our Taxable Bond Team remains invested in the consumer sector to capture attractive spread levels, but with a keen focus on credit quality.
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