Library

Shelby George

Senior Vice President, Advisor Services

Library » Fixed Income Literacy

April 05, 2016 | Investment Themes

Fixed income can be a daunting topic for even the savviest of investors. So it is no surprise that a recent Edward Jones survey found that 63% of Americans "don't know" how rising rates will affect their portfolios, while another 24% feel "completely in the dark." Many plan sponsors feel the …

Marc Bushallow

Managing Director, Fixed Income

Markets & Economy » A Primer on TIPS in Today’s Market Environment

February 25, 2016 | Market Commentary

Inflation, or the lack thereof, continues to be a hot topic among economic and market forecasters. Weak aggregate demand worldwide and the resulting pattern of slow global growth has contributed to persistently low inflation, as well as very low market expectations for future inflation. Fears …

Markets & Economy » Addressing Long-Term Goals During Short-Term Volatility

January 26, 2016 | Investment Management

Assumptions about future returns are made every day by a wide variety of investors. These assumptions are often based on annualized returns that can mask tremendous amounts of performance variation. For instance, a simple blended portfolio consisting of 55% U.S. Large Cap stocks and 45% …

Library » Using Derivatives in the Fixed Income Markets

October 16, 2015 | Investment Themes

Introduction While derivatives may have a negative connotation to some investors, it is common for fixed income managers to simply utilize them as risk management tools to adjust exposure to interest rate, credit, and currency risk rather than a means to take on excessive risk/leverage. As such, …

Marc Bushallow

Managing Director, Fixed Income

Markets & Economy » The Great Rate Hike

September 11, 2015 | Investment Management

Recent headlines suggest that bond investors are bracing for heightened volatility in fixed income markets, with pundits citing an eventual Fed rate hike as the catalyst that could give rise to further market gyrations. As the Fed moves toward policy normalization, investors are concerned that …


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