PERSPECTIVES

EM Backdrop Supportive, but No Clear Inflection Point

June 24, 2026
By Wilfred Wong, CFA

Emerging markets are benefiting from improved investor sentiment and lower oil prices amid geopolitical shifts, while persistent inflation risks and slow real economic recovery underscore the importance of selectivity for fixed-income investors.

Read More

Trade Deficit Up in May as Exports Fall

July 07, 2026
By Michael J. Bazdarich, PhD

June FOMC recap—It's task force time

June 17, 2026
By Nicholas J. Mastroianni, CFA

Weekly Municipal Monitor—Midyear Update

July 07, 2026
By Sam Weitzman

ABOUT US

Bond markets are unpredictable. Our investment philosophy is not.

Our investment philosophy is grounded in a collaborative team-based approach that leverages long-term fundamental value investing and multiple diversified strategies in seeking to meet clients' objectives.