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Weekly Updates

  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Fed Says U.S. Economic Activity Has Picked Up to Moderate Pace Coinbase stock closes down day after landmark Nasdaq debut The US Treasury yield curve flattened for the second week in a row as traders attempt to reconcile current interest
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Biden open to negotiating on corporate tax hike, but says U.S. must take bold action on infrastructure Explainer: What is a global minimum tax and how could it affect companies, countries? The US Treasury yield curve bull flattened in the
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Suez Canal: Ships stuck in ‘traffic jam’ as salvage efforts continue Build America Bonds may be key to financing Biden’s infrastructure plans The US Treasury yield curve flattened in the week, with long-term yields declining roughly 9 basis points (bps).
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Here are the highlights from the heated exchange between the U.S. and China in Alaska Fed won’t extend relief for banks from key capital rule The US Treasury yield curve steepened yet again in the week, as the market grappled with

Articles

  • Municipal Bond & Strategy Update
    We believe municipal bonds are still and always will be critical to wealthy investors, but we now feel that the period of municipal outperformance is behind us. We believe that interest rates have stopped going down in general and we are vulnerable to long-term interest rates moving higher in the
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Fed Says U.S. Economic Activity Has Picked Up to Moderate Pace Coinbase stock closes down day after landmark Nasdaq debut The US Treasury yield curve flattened for the second week in a row as traders attempt to reconcile current interest
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Biden open to negotiating on corporate tax hike, but says U.S. must take bold action on infrastructure Explainer: What is a global minimum tax and how could it affect companies, countries? The US Treasury yield curve bull flattened in the
  • Evaluating State Preference Portfolios
    FOR MUNICIPAL BOND INVESTORS, 2020 Municipal securities issued from your state of residence typically provide a level safety and tax-free income that is not found inequities, treasuries, corporate bonds, or even municipal bonds issued from other states. When considering municipalinvestments, investors should first determine if the tax-free income of in-state
  • Active Management in a Low Interest Rate Environment
    Active bond management seeks to provide increased income over cash alternatives, and potential for appreciation.Using a value based total return approach, F/m Genoa Portfolios typically experience capital appreciation if rates trendlower, and transition assets to seek to protect capital and increase yield if rates trend higher. Short Interest Rates Typically
  • The Importance of Municipal Bonds in a High Tax Environment
    With the possibility of increased taxes on the horizon, the resounding question we receive is, “How should I  invest in a high tax environment?”  Municipal bonds are typically a type of tax advantageous investment offering federally tax-free income, and depending on your state of residency, state and local tax-free income. Municipal
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Suez Canal: Ships stuck in ‘traffic jam’ as salvage efforts continue Build America Bonds may be key to financing Biden’s infrastructure plans The US Treasury yield curve flattened in the week, with long-term yields declining roughly 9 basis points (bps).
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Here are the highlights from the heated exchange between the U.S. and China in Alaska Fed won’t extend relief for banks from key capital rule The US Treasury yield curve steepened yet again in the week, as the market grappled with