Basis Points

Recently, the overarching question for fixed income investors has been whether current valuations represent a renewed buying opportunity for the U.S. investment-grade and high-yield corporate arena. On this week’s podcast, Kevin Flanagan answers the more pertinent query: what’s in the price?

Both the Fed and the U.S. federal government provided unprecedented responses to the market turmoil last week. The natural question on investors’ minds is whether the time has come to begin positioning their fixed income portfolios for what comes next. On this week’s podcast, Kevin Flanagan explains why one of the most noteworthy items to consider is your interest rate profile.

The current money and bond market environment has afforded investors the opportunity to review their fixed income asset allocations. So, what are fixed income investors to do? Kevin Flanagan discusses.

The Fed has responded yet again, but this time around, the policy makers made sure their message was heard loud and clear around the globe. Kevin Flanagan discusses.

What if a U.S. jobs report came out and nobody cared? This is the case in the current investment universe that we are now confronted with. In what normally would have been considered a bond-market unfriendly number, it ultimately didn’t matter. Kevin Flanagan discusses.

In this week’s podcast, Kevin Flanagan provides another update on the coronavirus from a bond market perspective.

Looking at the U.S. Treasury market’s reaction to the coronavirus news, there was one by-product that captured the lion’s share of the headlines: the yield curve inverts again! Kevin Flanagan discusses what this recent inversion means for the fixed income market.

With impeachment and State of the Union fireworks receding in the background, a fixed income strategist’s dream would be to return the focus to the normal course of business that emanates out of Washington, D.C. In this week’s podcast, Kevin Flanagan discusses the latest economic data, breaking down the 2020 January jobs report.

This year has gotten off to an unusual start in the financial markets. Typically, the focus would be on the Fed and/or economic developments, but unfortunately the coronavirus has taken center stage. In this week’s podcast, Kevin Flanagan offers insights from a bond market perspective, using the SARS outbreak of November 2002 to July 2003 as a comparative event.

Many investors have been wondering about recent downgrade trends in the U.S. investment grade space. Kevin Flanagan discusses.