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All Strategy Commentaries Fact Sheets Quarterly Updates Bond IQ White Papers

Quarterly Updates

2021 Third Quarter Market Commentary

Wednesday, October 13, 2021
Johnson Asset Management's perspective on the third quarter of 2021.

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.