How are Our Investment Strategies Performing for You?

Chart IQ

Financial Conditions Suggest Caution on Credit

In the midst of this aggressive Federal Reserve rate hike cycle, questions around the effects of tighter financial conditions loom large over the economy.

Strategy Commentaries

Core Fixed Income Strategy Commentary

First Quarter 2023 Core Fixed Income Strategy Commentary

Strategy Commentaries

Intermediate Fixed Income Strategy Commentary

First Quarter 2023 Intermediate Fixed Income Strategy Commentary 

Strategy Commentaries

Short Duration Fixed Income Strategy Commentary

First Quarter 2023 Short Duration Fixed Income Strategy Commentary 

Strategy Commentaries

SMID Cap Core Equity Strategy Commentary

First Quarter 2023 SMID Cap Core Equity Strategy Commentary 

Bond IQ

Are Credit Spreads Out of Sync with the Economy?

In this month’s “BondiQ”, we explore the relationship between credit spreads and two important economic variables in an effort to assess the implied fair value of credit spreads.

Strategy Commentaries

Core Fixed Income Strategy Commentary

Fourth Quarter 2022 Core Fixed Income Strategy Commentary 

Strategy Commentaries

Intermediate Fixed Income Strategy Commentary

Fourth Quarter 2022 Intermediate Fixed Income Strategy Commentary 

Strategy Commentaries

Short Duration Fixed Income Strategy Commentary

Fourth Quarter 2022 Short Duration Fixed Income Strategy Commentary

Strategy Commentaries

SMID Cap Core Equity Strategy Commentary

Fourth Quarter 2022 SMID Cap Core Equity Strategy Commentary

Strategy Commentaries

Core Fixed Income Strategy Commentary

Third Quarter 2022 Core Fixed Income Strategy Commentary

Strategy Commentaries

Intermediate Fixed Income Strategy Commentary

Third Quarter 2022 Intermediate Fixed Income Strategy Commentary

Strategy Commentaries

Short Duration Fixed Income Strategy Commentary

Third Quarter 2022 Short Duration Fixed Income Strategy Commentary

Strategy Commentaries

SMID Cap Core Equity Strategy Commentary

Third Quarter 2022 SMID Cap Core Equity Strategy Commentary

Bond IQ

Interest Rates: Are We There Yet?

2022 has been an extremely challenging year for bond investors, leaving many to wonder how close we may be to a cyclical peak in rates. In this month’s “BondiQ”, we explore clues from the bond market that can help us better understand where we’re at in the interest rate cycle.

Strategy Commentaries

Intermediate Fixed Income Strategy Commentary

Second Quarter 2022 Intermediate Fixed Income Strategy Commentary

Strategy Commentaries

Core Fixed Income Strategy Commentary

Second Quarter 2022 Core Fixed Income Strategy Commentary

Strategy Commentaries

Short Duration Fixed Income Strategy Commentary

Second Quarter 2022 Short Duration Fixed Income Strategy Commentary

Strategy Commentaries

SMID Cap Core Equity Strategy Commentary

2022 Second Quarter SMID Cap Core Equity Strategy Commentary

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.

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.   

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.