Fixed Income Insights Volatility Creates Opportunity Download the PDF Global bond markets have experienced notable volatility to start 2025, particularly following President Trump’s tariff announcements on Liberation Day. Concerns around the fiscal deficit and inflation expectations have led to continued volatility, even as tariff negotiations occur. This volatility has created attractive opportunities for bond investors, […]
Muni Market Insights Download the PDF Executive Summary The recent passage of the House Ways and Means Committee tax reconciliation bill has preserved the tax exemption for municipal bonds and provided some certainty for government issuers planning long-term capital projects. We examine the potential risks stemming from the proposed federal cuts to Medicaid funding and […]
Portfolio Manager Q&A Download the PDF What is your take on Trumps tariff announcement and the potential market impact? Plaiss: I believe there’s two ways to interpret this. One theory is that he does believe in implementing reciprocal tariffs. Mainstream economic thought is that tariffs are a tax on trade. When you tax something, you […]
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