Taxable Fixed Income 4th Quarter 2017 Review and Outlook
January 24, 2018
Brian Meaney, CFA reviews the last quarter of 2017 and examines the Fixed Income Investment Team’s outlook for the months ahead.
Commentary Highlights:
- Economic indicators have been broadly positive and after 3 rate hikes in 2017, the yield curve experienced significant flattening.
- We see opportunity to add value with sector rotation, but will also be looking out for yield curve plays as market consensus changes.
- Our outlook is for slow growth, but we remain defensively positioned for the possibility that volatility returns.
Please click here to read the commentary.
