2018 Quarter 2 Review: Individual Taxable Bond Strategy

2018 Quarter 2 Review: Individual Taxable Bond Strategy

2018 Quarter 2 Review: Individual Taxable Bond Strategy Commentary Most US fixed income indexes recorded flat to marginally positive returns during the quarter as yields broadly rose and the yield curve continued to flatten. Shorter-maturity yields rose more than their longer-maturity peers. The US Federal Reserve (Fed) raised its benchmark interest rate to 1.75%-2.00% at […]

2018 Quarter 1 Review: Individual Taxable Bond Strategy

2018 Quarter 1 Review: Individual Taxable Bond Strategy

2018 Quarter 1 Review: Individual Taxable Bond Strategy Commentary Key US fixed income indexes declined during the quarter, as interest rates rose, credit spreads widened and bond yields hit four-year highs across the maturity spectrum. The US Federal Reserve (Fed) raised its benchmark interest rate to 1.50%-1.75% at the March Federal Open Market Committee (FOMC) […]

2017 Quarter 3 Review:  Individual Taxable Bond Portfolio

2017 Quarter 3 Review: Individual Taxable Bond Portfolio

2017 Quarter 3 Review:  Individual Taxable Bond Portfolio Description A separately-managed account bond strategy that employs an active management discipline which strives for low volatility and enhanced risk-adjusted returns through duration positioning, sector allocation, and security selection. The portfolio is built around a long-term strategic allocation that typically includes investments in high quality, investment grade […]

2017 Quarter 1 Review:  Individual Taxable Bond Portfolio

2017 Quarter 1 Review: Individual Taxable Bond Portfolio

2017 Quarter 1 Review:  Individual Taxable Bond Portfolio Description A separately-managed account bond strategy that employs an active management discipline which strives for low volatility and enhanced risk-adjusted returns through duration positioning, sector allocation, and security selection. The portfolio is built around a long-term strategic allocation that typically includes investments in high quality, investment grade […]

2016 Quarter 3 Review: Individual Taxable Bond Portfolio

2016 Quarter 3 Review: Individual Taxable Bond Portfolio

2016 Quarter 3 Review: Individual Taxable Bond Portfolio Description A separately‐managed account bond strategy that employs an active management discipline which strives for low volatility and enhanced risk‐adjusted returns through duration positioning, sector allocation, and security selection.    The portfolio is built around a long‐term strategic allocation that typically includes investments in high quality, investment grade corporate notes/bonds, mortgage‐backed securities, federal agency […]

2016 Quarter 2 Review: Individual Taxable Bond Portfolio

2016 Quarter 2 Review: Individual Taxable Bond Portfolio

2016 Quarter 2 Review: Individual Taxable Bond Portfolio Description A separately‐managed account bond strategy that employs an active management discipline which strives for low volatility and enhanced risk‐adjusted returns through duration positioning, sector allocation, and security selection.    The portfolio is built around a long‐term strategic allocation that typically includes investments in high quality, investment grade corporate notes/bonds, mortgage‐backed securities, federal agency […]

2016 Quarter 1 Review: Individual Taxable Bond Portfolio

2016 Quarter 1 Review: Individual Taxable Bond Portfolio

2016 Quarter 1 Review: Individual Taxable Bond Portfolio Description A taxable bond strategy that employs an active management discipline that seeks low volatility and enhanced risk-adjusted returns through duration positioning, sector allocation, and security selection. The portfolio is built around a long-term strategic allocation that typically includes investments in high quality, investment grade corporate notes/bonds, mortgage-backed […]

2015 Year in Review: Individual Taxable Bond Portfolio

2015 Year in Review: Individual Taxable Bond Portfolio

2015 Year in Review: Individual Taxable Bond Portfolio Description A taxable bond strategy that employs an active management discipline that seeks low volatility and enhanced risk-adjusted returns through duration positioning, sector allocation, and security selection. The portfolio is built around a long-term strategic allocation that typically includes investments in high quality, investment grade corporate notes/bonds, […]