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.
Fact Sheets
Short Duration Fixed Income Strategy
Tuesday, January 1, 2019
As of December 31, 2018, the Short Duration Fixed Income strategy provided a gross-of-fee return of 1.71% for the trailing 3-year market cycle, outperforming the U.S. Corp & Govt 1-3 Year Index by 45 bps and 26 bps net-of-fee.
Quarterly Commentary
Fourth Quarter Market Commentary
Monday, December 31, 2018
Johnson Asset Management's perspective on the most recent quarter.
Fact Sheets
Core Fixed Income Strategy
Monday, December 31, 2018
As of 12/31/18, the Core Fixed Income strategy provided a gross-of-fee return of 2.70% for the trailing 3-year market cycle, outperformaing the Aggregate Index by 64 bps and 25 bps net-of-fee.
Fact Sheets
Intermediate Fixed Income Strategy
Monday, December 31, 2018
As of December 31, 2018, the Intermediate Fixed Income strategy provided a gross-of-fee return of 2.47% for the trailing 3-year market cycle, outperforming the Intermediate G/C Index by 77 bps and 26 bps net-of-fee.
Fact Sheets
Enhanced Equity Strategy
Monday, December 31, 2018
As of December 31, 2018, the Enhanced Equity strategy provided a gross-of-fee return of 9.11% for the trailing 3-year market cycle, slighly lagging the S&P 500 index by 15 bps and 49 bps net-of-fee.
Bond IQ
Will Investment Grade Credit Get Stung by BBB’s
Sunday, July 1, 2018
How risky is investing in BBB rated bonds in the current market?
Bond IQ
Message from the Yield Curve: Time to Trim High Yield
Tuesday, May 1, 2018
As the Fed continues tightening, the yield curve provides a warning for low quality credit. Why it may be time to trim exposure to low quality sectors.
Bond IQ
Will Plus Become A Minus?
Wednesday, November 1, 2017
As credit spreads tighten, less is more. In this month's Bond iQ we discuss reasons to consider reducing high yield exposure.