Even when you’re sure a tax hike is coming; we believe you probably should avoid making any hasty decisions about your exposure to tax exempt municipal bonds. In the wake…
Investors need to understand how their strategies can handle market downturns, especially when market prices are rising despite bearish economic evidence. Tactical high yield investment strategies have historically excelled at…
Investors that seek to boost investment income might consider tactical high yield strategies, as they have historically offered attractive cash flows and a strong risk-reward profile. Any investment that seeks…
We believe investors looking to earn tax-exempt income while actively managing downside risk should consider tactical trend following strategies in high yield municipal bonds. These strategies have historically helped investors…
An eye-catching rise in corporate default rates has investors wondering whether now is a good time to invest in high-yield corporate bonds. We believe investors should be cautious about using…
The municipal bond asset class shocked investors in March of 2020 by delivering their sharpest drawdown in at least 5 years. In only two weeks, municipal bonds broadly dropped around…
When considering an investment for inclusion in a portfolio, it can be helpful to look at a few summary statistics. Annualized Return gives a historical view of the long-run reward…
After screeching to a halt in March and April, the global economy has begun to show signs of forward progress. In day to day life, people are adapting to the…
Diversifier strategies seek to strengthen portfolios by functioning as a separate asset class, distinct from stocks and bonds. They target investment returns that are traditionally less affected by market movements,…
