Fixed Income Solutions
Fixed Income Solutions
Navigate challenging fixed income market dynamics with flexibility. A strategic muni bond allocation may allow
latitude for repositioning portfolio exposures to take
advantage of opportunities and manage downside.
Diversify core bond exposure with high-quality, low-correlation taxable munis, which seek to offer attractive income and total return potential relative to investment-grade corporate bonds and other fixed-income sectors.
Given an uncertain interest rate environment, investors may want to consider short duration high yield bonds, which have historically performed well following interest rate pauses.
Complement or replace passive solutions with a municipal strategy that has the potential to generate alpha and offers a high-quality tax-exempt income stream.
Equity Solutions
Equity Solutions
Finding a risk/reward balance in equities is critical. By
expanding the universe to capture both innovation and
quality, a SMID allocation may offer a compelling solution.
Strong relative performance to the unhedged benchmark has persisted through low, mid, and high rolling return periods, which may suggest a strong mid- to long-term case for a currency neutral strategy in most market environments.