Insights on muni tax-loss harvesting and potential portfolio trade-offs.
Perspective on rates, Treasury yields and why bonds remain a strong long-term investment.
The value of taxable bonds in reducing risk and generating income.
Lifetime achievement award recognizes investment leadership and achievements across the industry.
Higher Rates Can be an Opportunity for Retirees and Income-Seeking Investors
Morningstar narrows 15,000 fund share classes to 38. Five are managed by Baird.
Pensions & Investments honors investment expertise, leadership and global perspective.
Article highlights Baird’s municipal bond insights on higher yields and investor opportunities.
Yields Fall Sharply in October but Remain Higher YTD, Fed Holds in Advance of Midterm Elections
Tax-Exempt Yields Fall in October
As AI enthusiasm drives market concentration, we see more attractive opportunities in overlooked companies with improving fundamentals, while maintaining selective AI exposure and a disciplined focus on risk.
Team examines the underlying market dynamics across the corporate credit, securitized and municipal sectors.
The portfolio slightly trailed the benchmark, with performance patterns differing significantly from month to month.
Market leadership shifted during the quarter but ultimately narrowed, with strength in a relatively small number of companies.
Broader market participation buoyed the funds performance for the quarter, outperforming benchmark indices.
Tax-Exempt Yields Rise and Curve Flattens
