Category: Insights
Are supply bottlenecks the key to predicting rising rates?
With inflation expected to rise, Portfolio Manager Bruce Monrad discusses areas to watch that may hold the key to how the Fed proceeds with monetary policy.
Read More “Are supply bottlenecks the key to predicting rising rates?”
Nasdaq Trade Talks
Chairman Bruce Monrad joined Jill Malandrino of Nasdaq TradeTalks to discuss the bond yield, interest rates and the outlook for the bond market.
Watch the full segment here.
Money Life with Chuck Jaffe
Chairman Bruce Monrad joined Money Life with Chuck Jaffe. Bruce discusses why the credit quality of high yield bonds has performed well as interest rates rise, stimulus’ impact on fixed income, and the 60/40 split. Listen to Bruce’s segment here (begins at 18:43).
Where To Look When Rates Rise
Fixed income is an asset where active management shines, yet most bond fund managers have never invested in a rising interest rate environment.
Rising Inflation Expectations
Video: What are bond prices telling us about inflation expectations? Portfolio Manager Bruce Monrad explains in this short video (1:40).
Bloomberg Baystate Business, February 2021
Portfolio Manager Bruce Monrad joined Bloomberg (LP) Baystate Business for their week in markets segment. Bruce discussed economic stimulus, the Tech sector, interest rates and the Fed.
High Yield Outlook 2021: In With The Old Economy, Out With Pandemic Plays
With mature, cyclical sectors set to rebound as the economy returns to some semblance of normal, High Yield gets ready for its Goldilocks moment.
Read More “High Yield Outlook 2021: In With The Old Economy, Out With Pandemic Plays”
