Asset Management Investor Resources

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

In this month’s “BondiQ,” we offer 5 key points that may cause you to reconsider how worthwhile tactical duration adjustments actually are.   

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

This month, we conclude this three-part series with a wholistic look at the role traditional fixed income plays within diversified asset allocations. 

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

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.

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

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

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

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

Johnson Asset Management's perspective on the fourth quarter of 2019.

Johnson Asset Management's perspective on the third quarter of 2019.

What a difference a year makes. Looking back to last summer, most of our conversations revolved around the fear of rising interest rates.

Johnson Asset Management's perspective on the second quarter of 2019.

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