June 6, 2025

fixed income

Funds

How to think about debt funds in client portfolios

Many investors take the view that bonds exist in a portfolio to dampen volatility and to perform well when equity markets are roiled. Such an outlook faced an existential threat in 2022, as rapidly rising interest rates led to drops in both equity and bond markets.  The chart below shows the story of 2025 to

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Investors

Municipal bonds are ‘on sale.’ Here’s what investors should know

00:00 Speaker A So what would you tell investors who have not previously invested in munis about the best opportunities for getting in, especially those who might be concerned about the discount they’re getting, given just all of the discounting that’s already happening in their investment portfolios? 00:18 Speaker B Yeah, I mean, I think

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