Search

Income Research - Tue, 01/30/2024 - 23:56

PLAYING WITH THE WIND AT OUR BACKS IN 2024

For market participants and spectators, 2023 seemingly had a little bit of something for everyone: a nail-biter of an acute banking crisis; near-miss on a US government shutdown; a downgrade of the home team’s credit rating. These events, coupled with ongoing geopolitical conflicts and rate volatility, made 2023 a challenging, but memorable year. With a US presidential election, possible government shutdown, and rate cuts on the horizon, 2024 may be another year awash with momentum shifts and unexpected winners and losers. As investors grapple with persistently high yields and volatility, we believe that there will be opportunities for skilled active managers to shine.

Download Full Paper

CLICK HERE TO READ PAPER
Sign Up Now for Full Access to Articles and Podcasts!

Unlock full access to our vast content library by registering as an institutional investor

Register

Income Research

IR+M is a privately-owned, independent, fixed income investment management firm that serves institutional and private clients. Our investment philosophy and process are based on our belief that careful security selection and active risk management provide superior results over the long-term. By combining the capacity and technology of a larger firm with the culture and nimbleness of a boutique firm, we strive to provide exceptional service for our clients and a rewarding experience for our employees.

Rob Lund, CFA
SVP, Senior Client Portfolio Manager
rlund@incomeresearch.com
617-330-9333

www.incomeresearch.com
100 FEDERAL STREET
30TH FLOOR
BOSTON, MA 02110

View the contributor page

IRM_icon

Sign Up Now for Full Access to Articles and Podcasts!

Unlock full access to our vast content library by registering as an institutional investor .

Create an account

Already have an account ? Sign in