Fixed Income Solutions
Fixed Income Solutions
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In a high-rate environment, tax-equivalent yields have tended to expand, making municipal bonds favorable compared to taxable fixed income. These yields can be further optimized through active management.
Diversify core bond exposure with high-quality, low-correlation taxable munis, which seek to offer attractive income and total return potential relative to investment-grade corporate bonds and other fixed-income sectors.
Treasury yield volatility and a prolonged high-rate environment has many investors reassessing income portfolios. Following a challenging period for bonds, short duration high yield investments are emerging as an attractive income solution.
Complement or replace passive solutions with a municipal strategy that has the potential to generate alpha and offers high-quality tax-exempt income stream potential.
Equity Solutions
Equity Solutions
Finding a risk/reward balance in equities is critical. By
expanding the universe to capture both innovation and
quality, a SMID allocation may offer a compelling solution.
Strong relative performance to the unhedged benchmark has persisted through low, mid, and high rolling return periods, which may suggest a strong mid- to long-term case for a currency neutral strategy in most market environments.