Category: Insights
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”
Bloomberg Baystate Business
Our Chairman, Bruce Monrad, spoke with Bloomberg Baystate Business on Friday to recap the week in the markets. Bruce also examined some of the longer-range issues impacting markets, such as the deficit, interest rates, and the Fed.
Money Life with Chuck Jaffe
Chairman Bruce Monrad joined Chuck Jaffe for “The Big Interview” segment of his Money Life Show to discuss high-yield’s corollaries to equities in the current market.
How a Biden Victory—And Higher Taxes—Could Provide a Surprising Tailwind for High Yield
A Democratic win on Nov. 3 could bring with it the repeal of at least two key elements of the Trump tax cuts, which could boost High Yield’s appeal relative to stocks.
Read More “How a Biden Victory—And Higher Taxes—Could Provide a Surprising Tailwind for High Yield”
