by Charles Curry Jr and Noel McElreath | Aug 3, 2020 | Xponance® Insights
As we move into the second half of 2020, we can only look back on the first half in amazement. In fact, 1H20 was a tale of two halves, for markets generally and the fixed income markets specifically. As we noted in our commentary for 1Q20 March was one of the worst months for…
by Charles Curry Jr and Noel McElreath | Apr 28, 2020 | Xponance® Insights
As we ponder what has transpired since the beginning of 2020, and as we look back at the first quarter, we are struck by a plethora of thoughts given the monumental difference between how the year began and the quarter ended. To begin, the economic situation in which we find ourselves is…
by Charles Curry Jr and Noel McElreath | Apr 1, 2020 | Xponance® Insights
Topic Overview This short piece describes our analysis of historical return patterns for short duration fixed income assets and an assessment of the benefits and drawbacks of investing with an inherent bias towards spread products over a range of market cycles....
by Charles Curry Jr and Noel McElreath | Dec 2, 2019 | Market Insights Alerts
As central bankers around the world continue to lament the lack of helpful fiscal policy and discuss the limitations of monetary policy after years of ultra-accommodative policy, we discuss what we see as a few of the potential risks to the outlook should the United...
