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The Hassett Premium
Our Portfolio Allocation Summary for December 2025.
US Bond Strategy by Ryan Swift
2026 Key Views: US Fixed Income
Special Report Our key US fixed income views for 2026.
US Bond Strategy by Ryan Swift
Picking Through The Labor Market Data
Our Portfolio Allocation Summary for November 2025.
US Bond Strategy by Ryan Swift
Measuring Risk And Reward In US Corporate Bonds
Special Report This week’s Special Report evaluates the reward and risk in corporate bonds. We address the question of whether low expected excess returns today are justified by low risk or an example of overvaluation.
US Bond Strategy by Ryan Swift
Flying Blind
Our Portfolio Allocation Summary for October 2025.
US Bond Strategy by Ryan Swift
The EM Bond Rally Isn’t Exhausted Yet
USD-denominated Emerging Market bonds have been outperforming US corporates for the past year. We don’t think the rally is exhausted yet.
US Bond Strategy by Ryan Swift
Watch The Unemployment Rate
Our Portfolio Allocation Summary for September 2025.
US Bond Strategy by Ryan Swift
Is The Labor Market Slowdown For Real?
Our Portfolio Allocation Summary for August 2025.
US Bond Strategy by Ryan Swift
Still Moving Sideways
Our Portfolio Allocation Summary for July 2025.
US Bond Strategy by Ryan Swift
Wait For May Employment Data
Our Portfolio Allocation Summary for June 2025.
US Bond Strategy by Ryan Swift

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Corporate Bonds Gov Agencies Gov Local Authorities Gov Sovereigns/Treasurys Inflation Protected Munis/S&L tax exempt Securitized Products Yield Curve See more Topics