Tax Efficient 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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Fiera Capital Tax Efficient Fixed Income 4Q17 Commentary

January 17, 2018

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

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Tax Reform: Repercussions for Municipal Bonds

December 07, 2017

Both the House and Senate have passed tax reform bills that could impacts on municipal bonds. The two chambers are now attempting to iron out the final provisions of the bill and our Fixed Income team is busy discerning how this will affect municipals. Please click here to read the commentary.

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ESG Factors in Fixed Income Investing

December 07, 2017

Judy Wesalo Temel, Senior Vice President and Director of Credit Research, shares Fiera Capital’s ESG approach to Municipal Bonds.

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Coal War Over?

October 25, 2017

In this commentary Kelly Puls, a member of the Fixed Income Credit Research team, outlines what effect shifting Federal policies will have on the public power sector.

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Tax Efficient Fixed Income 3rd Quarter Commentary

October 12, 2017

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

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Pension Reform: Did Anything Happen in New Jersey?

July 31, 2017

In this commentary, Bryan Laing, our Vice President of Credit Research in Fixed Income Investments, discusses the challenges state and local governments face in order to create incremental progress toward a viable solution to pension liabilities.

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Tax Efficient Fixed Income 2nd Quarter Commentary

July 12, 2017

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

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All Eyes on Washington, but Many Critical Issues Move Forward at the State Level

May 04, 2017

While we wait for additional clarity out of Washington, including the ultimate outcome of the health care bill, states have been taking action and pursing proposals that may have significant downstream credit impacts on local governments.

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Tax Efficient Fixed Income 1st Quarter Market Commentary

April 12, 2017

This commentary reviews the previous quarter and discusses our outlook and investment approach for the coming months. Commentary Highlights: Municipals started off 2017 with strong performance, capitalizing on positive supply-demand technicals.     A significant drop in refunding activity led an overall 12% decline in new issuance. The stall in health care reform in Washington was […]

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