Tax Efficient Fixed Income

Webinar Replay: State of the Municipal Market

May 06, 2020

The webinar covers the current state of the municipal bond market, short term opportunities, trading and liquidity, and fundamentals as well as our municipal credit and sector-monitoring process.

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Fixed Income Market and Credit Updates Amid COVID-19

March 30, 2020

Market updates and insights from our Portfolio Management and Trading teams.

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The Bond Buyer Podcast: Chip Barnett interviews Ken Potts

November 07, 2019

Kenneth Potts, Senior Vice President and Portfolio Manager at Fiera Capital, checks in on the state of the municipal bond market. He talks about the effect of the SALT deduction on high-tax states and supply and demand factors in this podcast recorded in September.

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Tax Efficient Fixed Income 3rd Quarter Market Commentary

October 17, 2019

In this commentary, Kenneth Potts and Bryan Laing, CFA review the third quarter of 2019 and examine our outlook and positioning for the months ahead.

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Tax Efficient Fixed Income 2nd Quarter Market Commentary

July 12, 2019

In this commentary, Kenneth Potts and Bryan Laing, CFA review the second quarter of 2019 and examine our outlook and positioning for the months ahead.

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Tax Efficient Fixed Income 1st Quarter Market Commentary

April 15, 2019

In this commentary, Kenneth Potts and Bryan Laing, CFA review the first quarter of 2019 and examine our outlook and positioning for the months ahead.

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The Bond Buyer Podcast: Chip Barnett interviews Judy Wesalo Temel

March 26, 2019

Judy Wesalo Temel, Senior Vice President, Director of Credit Research at Fiera Capital, discusses the 2020 census with host Chip Barnett. She details how the census works, changing state polices, redistricting, the impact on federal programs, as well as how state and local credits may be affected.

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Shifting Party Power in the States: Credit Implications

January 28, 2019

The November 2018 midterm elections ushered in notable changes at both the governor and state legislature levels. These shifts have important, lasting implications for both state policy and state credit.

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Tax Efficient Fixed Income 4th Quarter 2018 Review and Outlook

January 16, 2019

In this commentary, Kenneth Potts and Bryan Laing, CFA review the fourth quarter of 2018 and examines our outlook and positioning for the months ahead.

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Tax Efficient Fixed Income 3rd Quarter Market Commentary

October 15, 2018

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

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