Managing Volatility

    Jul 17, 2018

Markets maintain positive movement, with a side of volatility

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This month’s macroeconomic themes focused around tariffs, labor, and the Fed’s stance on rates. Yet, despite the...

    Jun 22, 2018

Diversifying a portfolio with convertibles

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With the possibility of being in the latter stage of the economic cycle, coupled with above average valuations, investors worried about an increase in volatility may be...

    May 10, 2018

Convertibles Shine through Clouds of Volatility

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Well, it had to end at some point. For a while in 2017, it seemed like wherever you invested, you would earn a...

    Apr 26, 2018

Merging ETFs and Merger Arbitrage

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Global merger and acquisition (M&A) activity hit a 17-year high in the first quarter of 2018, according to Mergermarket. In aggregate, there were nearly 3,800 deals—totaling ...

    Apr 17, 2018

Short Duration High Yield: A Flower in the Junkyard

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The S&P 500 Index posted a negative return for first quarter of 2018, marking the 12th time in a little over a decade...

    Apr 13, 2018

Floating Rate Loans—A Relative Calm in the Storm

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After years of relative tranquility, financial market volatility has returned with a vengeance, impacting both stocks and bonds alike...

    Apr 5, 2018

A Nod to the Windward Side: Liquid Alts and Volatile Markets

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A market correction is generally considered a decline of 10% in...

    Mar 27, 2018

Municipal Market Update: Short-Term Headwinds and Long-Term Value

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Despite favorable supply and demand dynamics, the municipal bond market...