The U.S. bond market posted its best return since 2020 as lower US Treasury yields, tighter corporate and MBS spreads pushed the U.S. Aggregate to a total return of 7.30% in 2025. In particular, MBS ...

The much anticipated rate cut arrived with the Federal Reserve (Fed) cutting interest rates by 25 basis points for the first time since December 2024. The U.S. labor market continues to show signs of ...

The current environment is marked by policy volatility, as markets grapple with ongoing inflationary pressures and a decelerating U.S. labor market. From a credit perspective, resilience is key.

Bonds have continued to flex the power of income. They not only provided stability during the tariff-related volatility, but returns have been solid. In the first half of 2025, broad fixed income ...