Insight Blotter
Consternation and Convexity – A Silver Lining Playbook?
Improving economic conditions may lead to a favorable entry point for long-term fixed income investors.
Insight Blotter
Benchmark Risk and Portfolio Immunization Considerations During a Global Pandemic
We share our thoughts on the markets’ growing optimism for a normalization of economic conditions next year.
Insight Blotter
Still on Track: SOFR In, LIBOR Out
We provide an update to the team’s previous commentary regarding the phase out the London Interbank Offered Rate (LIBOR) in favor of its heir presumptive, the Secured Overnight Financing Rate (SOFR).
Insight Blotter
My Hero, Zero…Now You’re Here to Stay
The Fed stands ready to support the economy through both traditional and unconventional policy tools for the foreseeable future.