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Positioning Changes & Index News

Positioning Update

November 2026: Sticking to Our Guns

October 27, 2026

Unchanged from October with the wind at our backs.

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Commentary

Q4 Outlook: The Case For Bonds

October 5, 2026

Once the bond market reached the 5% milestone, we argued bonds now reflect the current state of the economy.

Positioning Update

October 2026: Eying the Next Rate Move

September 25, 2026

Combining an overweight on duration with inflation protection via TIPS and credit exposure via converts is a winning combination.

Positioning Update

September 2026: Turning Negativity Into Opportunity

August 26, 2026

Waiting for a bond market signal while taking advantage of pessimism in AI-related debt

Positioning Update

August 2026: Tech Pain For Later Gain

July 28, 2026

It's been a tough month for tech and the convertibles, but don't count the rally over.

Positioning Update

July 2026: Credit & Converts

June 25, 2026

Swaying with equities and that's okay. War's over and inflation is past the peak.

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