Recent Posts

Oil Spike, Fed Meeting Ahead

The conflict with Iran remained the primary driver of market sentiment this week. Oil prices spiked as global supplies remained

Markets Face Tariffs

Trade policy uncertainty continued to shape financial markets this week as replacement tariffs under Section 122 of the Trade Act

Economic Data Signals Resilience

There was a plethora of economic data releases this week with most indicating the resilient economic backdrop remains in place.

January 2026 Bond Market Review

December economic data signaled moderating inflation alongside a continued rebalancing in labor market conditions, with price pressures still running modestly

Decomposition of a Deal and Debt

Corporate mergers and acquisitions pose risks to investors

Investing in corporate debt can provide investors additional portfolio diversification and enhanced returns; however, those benefits do not come without risk. As the market and corporations continue to transform and restructure themselves, investors must be cognizant of how their holdings may perform in certain circumstances. Investors can mitigate some of the negative outcomes by staying acutely aware of market fundamentals and how they affect their portfolio. An in-depth understanding of the bond indentures allows investors the ability to limit or better understand certain risks inherent to individual bond issues.

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