Taxable Fixed Income

Market Volatility: Insights from the Trenches

February 15, 2018

How does the past week’s market volatility read to the investment experts? What is the perspective for hedge funds, emerging markets, growth equity, fixed income, and private lending in the changing market environment? Our investment teams weigh in.

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Taxable Fixed Income 4th Quarter 2017 Review and Outlook

January 24, 2018

This commentary reviews the previous quarter and discusses our outlook for the months ahead.

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Tax Reform: Repercussions for Corporate Credit

January 05, 2018

While U.S. corporations generally stand to benefit from the new tax bill, all corporate credit sectors will not be affected equally.

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Taxable Fixed Income 3rd Quarter 2017 Review and Outlook

October 13, 2017

This commentary reviews the previous quarter and discusses our outlook for the months ahead.

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High Grade Corporate Credit Research Commentary

August 15, 2017

In this commentary, Miriam Legrand, our Vice President of Corporate Credit Research in Fixed Income Investments, discusses the potentially imminent risks presented in the investment grade corporate credit space as a result of possible policy reform, mergers and acquisitions, and changing energy production.

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Taxable Fixed Income 2nd Quarter 2017 Commentary

July 18, 2017

This commentary reviews the previous quarter in taxable fixed income and discusses our outlook for the months ahead.

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Taxable Fixed Income 1st Quarter Commentary

May 04, 2017

This commentary reviews the previous quarter and discusses our outlook and investment approach for the coming months. Commentary Highlights: Bond yields stabilized as central banks reiterated their cautious approach to tightening rates as the political process to enact tax reform and infrastructure programs will be more drawn out than expected. We are hopeful the economic […]

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Taxable Fixed Income 4th Quarter Commentary

February 03, 2017

This commentary reviews the previous quarter and discusses our outlook and investment approach for the coming months. Commentary Highlights: Political surprises in 2016 marked the return of volatility to the markets. Performance in various investment grade sectors varied greatly, with inflation-protected securities outperforming Treasuries and lower quality segments outperforming investment grade corporate bonds. Our view […]

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Taxable Fixed Income 3rd Quarter Commentary

October 28, 2016

This commentary reviews the previous quarter and discusses our outlook and investment approach for the coming months. Commentary Highlights Recent years have been littered by crises that threatened to undo the post Great Recession recovery. This parade of crises has sustained accommodative central bank policies, low rates, and investors’ search for yield. We believe that […]

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Fiera Capital Taxable Fixed Income 2nd Quarter Commentary

July 22, 2016

This commentary reviews the previous quarter and discusses our outlook and investment approach for the coming months. Commentary Highlights As the year progressed, interest rates were driven to historic lows by the buying patterns of price-insensitive central bankers and rising fear in the markets, particularly with the Brexit vote. We held the view that this […]

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