How are Our Investment Strategies Performing for You?

Strategy Commentaries

Intermediate Fixed Income Strategy Commentary

First Quarter 2022 Intermediate Fixed Income Strategy Commentary

Strategy Commentaries

SMID Cap Core Equity Strategy Commentary

First Quarter 2022 SMID Cap Core Equity Strategy Commentary.

Strategy Commentaries

Core Fixed Income Strategy Commentary

First Quarter 2022 Core Fixed Income Strategy Commentary. 

Strategy Commentaries

Short Duration Fixed Income Strategy Commentary

First Quarter 2022 Short Duration Strategy Commentary.

Bond IQ

What Message is the Yield Curve Sending Investors?

In this month's "BondiQ" we examine 4 important messages that the yield curve is sending investors.

Strategy Commentaries

Intermediate Fixed Income Strategy Commentary

Fourth Quarter 2021 Intermediate Fixed Income Strategy Commentary.

Strategy Commentaries

Short Duration Fixed Income Strategy Commentary

Fourth Quarter 2021 Short Duration Strategy Commentary/

Strategy Commentaries

Core Fixed Income Strategy Commentary

Fourth Quarter 2021 Core Fixed Income Strategy Commentary.

Strategy Commentaries

SMID Cap Core Equity Strategy Commentary

Fourth Quarter 2021 SMID Cap Core Equity Strategy Commentary.

Quarterly Updates

2021 Third Quarter Market Commentary

Johnson Asset Management's perspective on the third quarter of 2021.

White Papers

The Right Risk for the Reward

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

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

Johnson Asset Management's perspective on the second quarter of 2021.

News Item

Johnson Institutional Intermediate Bond Fund Wins Lipper Award

Johnson Asset Management’s mutual fund has received the 2021 Lipper Fund Award in recognition of consistently strong risk-adjusted performance relative to their peers. The Johnson Institutional Intermediate Bond Fund is a winner of the Refinitiv Lipper Fund Award for “Best Fund over 3 Years” and “Best Fund over 5 Years” for Institutional Mutual Funds.

Bond IQ

The Role of High-Quality Bonds in a Low Interest Rate World (Part 3 of 3)

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

Johnson Asset Management's perspective on the first quarter of 2021.

Bond IQ

The Role of High-Quality Bonds in a Low Interest Rate World (Part 2 of 3)

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)

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

Johnson Asset Management's perspective on the fourth quarter of 2020.

Bond IQ

Cracks Emerging in CLO Markets

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

Johnson Asset Management's perspective on the third quarter of 2020.

Quarterly Updates

2020 Second Quarter Market Commentary

Johnson Asset Management's perspective on the second quarter of 2020.