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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 …

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 …

Marc Bushallow

Managing Director, Fixed Income

Markets & Economy » “Safe” Can Be Risky

September 01, 2015 | Investment Management

The last several years have been defined by historically low interest rates, and using a bond index fund to gain market exposure to the broad fixed income market has become a more prevalent investor strategy. While rates have seen historic lows, they are expected to rise over time. Given the …


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