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Fixed-Income

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Apr 19, 2019 Research Alliance What Do You Mean I'm Out of Money?—Osterweis Capital Management

While it is difficult to accurately forecast the timing of the next recession, we believe that growth will remain slow but positive.

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Apr 19, 2019 Research Alliance It's Our Turn—Osterweis Capital Management Total Return Market Outlook

Looking forward, we are loath to invest in the belly of the yield curve—specifically maturities between three and seven years.

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Apr 10, 2019 Research Alliance Putting the Cart before the Horse—WisdomTree

It’s all about the data, with the jobs report being front and center. But what happens when the data doesn’t fit into the Treasury market’s narrative? Kevin Flanagan discusses.

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Apr 03, 2019 Research Alliance Did the Fed Cut Rates without Telling Anyone?—WisdomTree

After the March Fed meeting, no more rate hikes appeared to be in the offing for 2019, so naturally, the only place to go from there would be rate cuts. Kevin Flanagan analyzes the Treasury yields that look more like the Fed already cut rates but forgot to tell anyone.

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Apr 02, 2019 Research Alliance ECB’s Business Analyst on the Euro, Negative Rates and the Inverted Yield Curve—WisdomTree

Jeremy Schwartz and Wharton Professor Jeremy Siegel speak with Dr. Diego Rodriguez-Palenzuela.

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Apr 01, 2019 Research Alliance Good Old-Fashioned Values—BBH

At BBH, we have invested in municipal bonds for decades. Please join us in celebrating our fund’s fifth birthday today and read on to learn about our strategy and approach.

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Mar 27, 2019 Research Alliance Upside Down…the Yield Curve Inverts—WisdomTree

The U.S. Treasury yield curve became inverted last week for the first time since 2007, a noteworthy development in bond-land. Kevin Flanagan provides some quick insights on what this means for your fixed-income portfolio.

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Mar 21, 2019 Research Alliance Don’t Believe the Hype—Osterweis Capital Management

Conventional wisdom dictates that recessions occur every time the yield curve inverts, but in our view that is an oversimplification.

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Mar 21, 2019 Research Alliance Video: Q&A with Carl Kaufman and Eddy Vataru—Osterweis Capital Management

In this short interview, Carl Kaufman, our Co-CEO, asks Eddy Vataru, lead portfolio manager of our Total Return Fund (OSTRX), to share his views about the investment-grade fixed-income market, including the significance of an inverted yield curve, the state of the BBB sector, and the likely direction of interest rates.

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Mar 20, 2019 Research Alliance Advisory Insights Winter 2019—Eaton Vance

Get the scoop on munis and more with our new Advisory Insights newsletter. Future editions and more insights will be published in late spring, summer and fall.

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