High Grade

Taxable Fixed Income 2nd Quarter 2017 Commentary

July 18, 2017

This commentary reviews the previous quarter in taxable fixed income and discusses our outlook for the months ahead.

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Taxable Fixed Income 1st Quarter Commentary

May 04, 2017

This commentary reviews the previous quarter and discusses our outlook and investment approach for the coming months. Commentary Highlights: Bond yields stabilized as central banks reiterated their cautious approach to tightening rates as the political process to enact tax reform and infrastructure programs will be more drawn out than expected. We are hopeful the economic […]

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Taxable Fixed Income 4th Quarter Commentary

February 03, 2017

This commentary reviews the previous quarter and discusses our outlook and investment approach for the coming months. Commentary Highlights: Political surprises in 2016 marked the return of volatility to the markets. Performance in various investment grade sectors varied greatly, with inflation-protected securities outperforming Treasuries and lower quality segments outperforming investment grade corporate bonds. Our view […]

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Taxable Fixed Income 3rd Quarter Commentary

October 28, 2016

This commentary reviews the previous quarter and discusses our outlook and investment approach for the coming months. Commentary Highlights Recent years have been littered by crises that threatened to undo the post Great Recession recovery. This parade of crises has sustained accommodative central bank policies, low rates, and investors’ search for yield. We believe that […]

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Fiera Capital Taxable Fixed Income 2nd Quarter Commentary

July 22, 2016

This commentary reviews the previous quarter and discusses our outlook and investment approach for the coming months. Commentary Highlights As the year progressed, interest rates were driven to historic lows by the buying patterns of price-insensitive central bankers and rising fear in the markets, particularly with the Brexit vote. We held the view that this […]

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High Grade Review and Outlook: 1st Quarter 2016

April 27, 2016

This commentary reviews the previous quarter and discusses our outlook and investment approach for the next quarter for our high quality taxable fixed income strategies for endowments, foundations and other non-taxable entities. Commentary Highlights: Although 2016 opened to a confluence of market concerns over slumping energy prices, defaulting energy loans, and decelerating Chinese growth, we […]

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High Grade Review and Outlook: 4th Quarter 2015

January 15, 2016

The commentary reviews the previous quarter and discusses our outlook and investment approach for the coming year for our high quality taxable fixed income strategies for endowments, foundations and other non-taxable entities. Commentary Highlights: US interest rates were caught in a tug of war between positive domestic news, and a deteriorating global environment. Higher US […]

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Bulletin: High Grade Corporate Event Risk

November 20, 2015

In this piece, Corporate Credit Research Vice President Miriam Legrand reviews how Samson navigates growing event risk in the corporate sector. Bulletin Summary: Event risk, largely influenced by shareholder activists, has been growing in the corporate sector. Shareholder activism, primarily in the form of share buy-back activity, corporate restructuring and mergers and acquisitions, has recently […]

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High Grade Review and Outlook: 3rd Quarter 2015

October 23, 2015

The commentary reviews the previous quarter and discusses our outlook and investment approach for the next quarter for our high quality taxable fixed income strategies for endowments, foundations and other non-taxable entities. Commentary Highlights: US interest rates and inflation fell for the quarter, led by decelerating US economic indicators, the appreciation of the US dollar, […]

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High Grade Review and Outlook 2nd Quarter 2015

July 16, 2015

The commentary reviews the previous quarter and discusses our outlook and investment approach for the next quarter for our high quality taxable fixed income strategies for endowments, foundations and other non-taxable entities. Commentary Highlights: Bond yields moved higher in the quarter as global growth improved and markets continue to anticipate an increase in the fed […]

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