U.S. Bond Strategy

Chief Strategist, Ronald Torrens
  • Discussion of key macroeconomic and policy issues that shape the U.S. investment outlook and provide insight on the direction of interest rates and bond yields.
  • Clear asset allocation recommendations designed to outperform the key benchmarks for the U.S. fixed income market. Sector coverage includes: Treasury, agency, MBS, corporate, high-yield and municipal markets.
  • Additional trading recommendations designed to exploit mispricings in related segments of the bond market such as the yield curve, inflation-indexed bonds, and investment-grade corporate bond sectors.

Weekly Reports

Reports contain a discussion of key issues specific to the U.S. bond market. Main components of the service include an overview of the investment backdrop, recommended portfolio allocation, actionable trading recommendations, and an analysis of the current readings from our proprietary indicators.


Monthly Summary

Focusing on original investment ideas, these reports drill down into the key issues that affect the bond outlook. They include both brief and in-depth pieces on timely opportunities or risks.


Special Reports

Focusing on original investment ideas, these reports drill down into key issues that affect the bond outlook. Reports include both brief and in-depth pieces on timely opportunities or risks.


Online Reference Charts

Over 50 charts showing relative performance of various sectors and the latest readings from our key indicators.


Ronald Torrens, Chief Strategist

Ron Torrens is currently Chief Strategist of the U.S. Bond Strategy, contributes regularly to the firm's Global Fixed Income Strategy, and has actively shaped fixed income strategy and sector selection since joining BCA in 1998. Previously, Mr. Torrens spent eight years as an analyst with a boutique M&A firm, and six years as a geophysicist. Mr. Torrens holds a B. Sc. (Eng.) from Queen's University and an M.B.A in finance from York University.


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