HTAB News and Press, Hartford Schroders Tax-Aware Bond From 04/22/22

We're now in an environment today where returns have been challenged and volatility has been elevated. For investors, that can be a challenging period to operate in. Higher rates, although painful on the way up, have uncovered or introduced a bit more value in a market where value had...

Fixed income is the higher-quality segment of a portfolio. It’s the segment of the portfolio that generates a steady, consistent income stream. It’s also an area of the portfolio that helps protect against negative economic scenarios. At these higher yield levels now...

Jimmy Xu: Volatility has been more pronounced in fixed income than equities in 2022. Xu: Volatility is uneven across different asset classes. Xu: We have been creating diversification through the use of options, especially in the equity space. For further details see: Wh...

The Treasury curve continued flattening during the first quarter of 2022, with short-term Treasury yields rising precipitously while longer Treasury yields rose at a slower rate. As the Treasury curve flattened and yields rose, spreads on investment-grade corporates and taxable munici...

The conflict will inevitably drive food prices higher. The European Central Bank announced an acceleration of its tapering program. Commodity markets may look very different than today, with potentially large changes in sources of production, as well as in transportation and refin...

The CRB commodity price index (39% fossil fuels and 41% agriculture) has leapt 25% since Russia invaded Ukraine on February 24th and is up 38% year-to-date. The cost of living shock is big amid negative real wage gains and a freakish jump in shelter expense over the past two years. ...

Historical analysis shows that value exposures have tended to outperform in a rising yield environment as it coincides with rising inflation. In a rising rate environment, traditional bonds can lose value, but investors should not write off fixed income exposure altogether. Exposu...

Corporate high-yield is outperforming the corporate high-grade index. One unusual aspect to the 2022 stock market selloff is that the Treasury trade hasn't happened. The psychological impact of crude oil and gasoline prices may be a bigger factor in the stock market sentiment data...

At the height of the pandemic, the Fed pumped trillions of dollars into the financial system through asset purchases to support markets and the broader economy. The Fed has several options for unwinding its portfolio. While we think investors will hear a lot about the Fed balance ...

Over the last two centuries, at least 23 ships are recorded as having been sunk by icebergs, while many more have sustained damage. Over the years, while ships have grown larger, so have icebergs. The largest iceberg in the world, at about 80 times the size of Manhattan, broke off the...