Strategy Report
The Disconnect Between Rate Risk And Credit Risk
This report looks at the relationship between rate risk and credit risk and how it has changed over time. It also makes the case for favoring agency MBS within an underweight allocation to US spread product.
BCA Research | US Bond Strategy
This service assumes the posture of a US fixed-income portfolio. We make recommendations for portfolio duration and fixed-income sector allocation.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.