MBS

We offer 5 key investment views for US fixed income markets in 2025.

Our Portfolio Allocation Summary for November 2024.

We update our 12-month return projections for different US fixed income sectors in soft-landing and recession scenarios.

Our Portfolio Allocation Summary for October 2024.

Our Portfolio Allocation Summary for September 2024.

Our Portfolio Allocation Summary for August 2024.

We calculate expected returns for several different US fixed income sectors with a focus on how municipal bonds stack up against the investment alternatives.

Our Portfolio Allocation Summary for July 2024.

We consider the relative merits of four different fixed income investments in the current economic environment: 2-year Treasuries, 10-year Treasuries, Baa-rated corporate bonds and current coupon Agency MBS.