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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.

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.

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.   

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. 

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.