Municipal Bond
Our Director of Municipal Bond Research shares insights into the financial impact of federal policies, declining enrollment, and other factors affecting higher-ed institutions today.
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Macro
There are good reasons for investors to be optimistic now, including technological advances and a potential stabilization in global risk hotspots, says our CIO Harold Kotler.
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Municipal Bond
We believe the muni bond market has entered the 3Q in a stronger position, with attractive valuations and a curve that remains steep by historical standards.
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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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Domestic Equity
After a difficult start to the second quarter following the “Liberation Day” market meltdown, equities rebounded strongly the last 11 weeks of the quarter.
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Global Equity
Despite starting the quarter with a tariff shock and enduring a thankfully short Iranian conflict, global markets (ex-USA) put up stellar returns for 2Q25.
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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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Municipal Bond
The municipal curve is at its steepest level in recent memory, boosting prospects for expected return going forward. Our Municipal Bond Team shares their portfolio positioning, sector allocation, and outlook.
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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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