Analyzing the Correct Curve
Read the weekly bond market commentary from Drew O’Neil December 3, 2018 As you read through articles and listen to commentary from the financial press, it is important to not generalize observations [...]
December 2018
November 2018
Reviewing Municipal Bond Tax Characteristics
Read the weekly bond market commentary from Doug Drabik. November 19, 2018 It is the season of tax swaps. With the large swings in the equity markets, many investors find themselves in the enviable [...]
Inch By Inch
Read the weekly bond market commentary from Doug Drabik. November 5, 2018 Yields are climbing… inch by inch. As anticipated, long end rates are outpaced by the short end yield increases prompted [...]
October 2018
Trading or Investing
Read the weekly bond market commentary from Drew O’Neil. October 15, 2018 The volatility in the markets over the past few weeks provided some excitement we haven’t seen in a while. Over a [...]
A Buying Opportunity
Read the weekly bond market commentary from Drew O’Neil October 9, 2018 Since the FOMC began raising the Fed Funds rate in December of 2015, investors have been waiting for the yield curve [...]
September 2018
Will It or Won’t It?
Read the weekly bond market commentary from Drew O’Neil September 10, 2018 A common topic of conversation lately has been the shape of the yield curve, and the question of will it [...]
August 2018
I Like My Fixed Income Fixed
Read the weekly bond market commentary from Drew O’Neil August 27, 2018 There are many differences between owning a portfolio of individual bonds versus owning an actively managed packaged product that itself [...]
If a Horse Has Stripes, It’s Probably a Zebra
Read the weekly bond market commentary from Doug Drabik. August 13, 2018 You can call a zebra a horse, but that doesn’t make it a horse… it’s still a zebra! An investment [...]
An Alternative View
Read the weekly bond market commentary from Drew O’Neil August 6, 2018 A popular topic in the financial press recently has been the shape of the yield curve. More specifically, the recent [...]
July 2018
Knowns in a World of Unknowns
Read the weekly bond market commentary from Drew O’Neil. July 16, 2018 The chart below should look familiar, as it was used in a commentary a few weeks ago to highlight a number [...]