White Papers
The Right Risk for the Reward
Monday, September 20, 2021
The Right Risk for the Right Reward: The Role of Quality in Short Duration Fixed Income
In this paper, we examine the merits and objectives of a Short Duration fixed income allocation, as well as the downside of stretching too far to generate returns.
Bond IQ
Considerations Before Tactically Shortening Core Fixed Income Allocations
Tuesday, August 17, 2021
In this month’s “BondiQ,” we offer 5 key points that may cause you to reconsider how worthwhile tactical duration adjustments actually are.
Quarterly Updates
2021 Second Quarter Market Commentary
Thursday, July 15, 2021
Johnson Asset Management's perspective on the second quarter of 2021.
Bond IQ
The Role of High-Quality Bonds in a Low Interest Rate World (Part 3 of 3)
Friday, May 21, 2021
This month, we conclude this three-part series with a wholistic look at the role traditional fixed income plays within diversified asset allocations.
Quarterly Updates
2021 First Quarter Market Commentary
Wednesday, April 21, 2021
Johnson Asset Management's perspective on the first quarter of 2021.
Fact Sheets
Core Fixed Income Strategy
Wednesday, March 31, 2021
Fact Sheets
Intermediate Fixed Income Strategy
Wednesday, March 31, 2021
Fact Sheets
Short Duration Fixed Income Strategy
Wednesday, March 31, 2021
Fact Sheets
Enhanced Equity Strategy
Wednesday, March 31, 2021
Fact Sheets
SMID Cap Core Equity Strategy
Wednesday, March 31, 2021
Bond IQ
The Role of High-Quality Bonds in a Low Interest Rate World (Part 2 of 3)
Tuesday, March 16, 2021
While investors should take comfort in knowing that the "bond hedge" is still alive and well, we also recognize that recent trends have left many investors anxious over the prospect of faster inflation and, in turn, higher interest rates. In the second part of this tree-part series, we focus on addressing these concerns regarding the fundamental outlook for inflation and rates.
Bond IQ
The Role of High-Quality Bonds in a Low Interest Rate World (Part 1 of 3)
Wednesday, February 17, 2021
It's hard to believe that it's been over a year since the seismic impact of COVID-19 was first felt around the globe. As the world retreated into lockdown, economic shockwaves sent financial markets into a tailspin.
Quarterly Updates
2020 Fourth Quarter Market Commentary
Tuesday, January 19, 2021
Johnson Asset Management's perspective on the fourth quarter of 2020.
Bond IQ
Cracks Emerging in CLO Markets
Saturday, December 5, 2020
In a world starved for yield, many investors have turned to Leveraged Loans as a way to supplement traditional Core Fixed Income Portfolios. The combination of attractive yields, floating interest rates, and capital structure seniority has caused the size of the Levered Loan market boom.
Quarterly Updates
2020 Third Quarter Market Commentary
Monday, October 19, 2020
Johnson Asset Management's perspective on the third quarter of 2020.
Quarterly Updates
2020 Second Quarter Market Commentary
Wednesday, July 15, 2020
Johnson Asset Management's perspective on the second quarter of 2020.
Quarterly Updates
2020 First Quarter Market Commentary
Wednesday, April 15, 2020
Johnson Asset Management's perspective on the first quarter of 2020.
White Papers
The Importance of High-Quality Bonds
Tuesday, April 14, 2020
Quarterly Updates
2019 Fourth Quarter Market Commentary
Wednesday, January 15, 2020
Johnson Asset Management's perspective on the fourth quarter of 2019.
Quarterly Updates
2019 Third Quarter Market Commentary
Tuesday, October 15, 2019
Johnson Asset Management's perspective on the third quarter of 2019.
Bond IQ
Raise Your Hand if You Predicted Double Digit Bond Returns Last Summer
Thursday, August 15, 2019
What a difference a year makes. Looking back to last summer, most of our conversations revolved around the fear of rising interest rates.
Quarterly Updates
2019 Second Quarter Market Commentary
Friday, July 5, 2019
Johnson Asset Management's perspective on the second quarter of 2019.
Quarterly Updates
2019 First Quarter Market Commentary
Friday, April 5, 2019
Johnson Asset Management's perspective on the first quarter of 2019.
Bond IQ
An Objective Guide to Recession Forecasting
Friday, March 22, 2019
In this month's Bond iQ, we introduce our Recession Scorecard; a compilation of 17 key pieces of market and economic data that have proven to be reliable indicators of turning points in the economic cycle.
Quarterly Updates
2018 Fourth Quarter Market Commentary
Monday, December 31, 2018
Johnson Asset Management's perspective on the fourth quarter of 2018.