Q3 2022 Investment Review

Bond yields continued their march higher as the Federal Reserve has been unrelenting in raising their target rate in their stance on wanting to curb inflation. Unfortunately, they are yet to be successful and many bond investors are choosing the sidelines versus the frontlines as monetary losses mount. The Bloomberg Aggregate Index was down about…

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Q2 2022 Investment Review

Q2 2022 Investment Review “Nowhere to hide” was a phrase that we continued to hear throughout the second quarter as risk markets sold off while inflation surprised to the upside, the Fed leaned hawkish and the war in Ukraine raged on.   The Bloomberg Aggregate Index was down about 4.5% bringing the year-to-date performance number…

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Dynamic Fixed Income Update

To Our Clients and Consultants: Thank you for your continued trust in NIS. As many of you are aware, NIS strives to offer consistent and value-added investment solutions while recognizing that we cannot and should not try to chase trends or invest in markets away from our comfort zone. It was with this philosophy and…

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Q1 2022 Fixed Income Review

It seems a bit trite discussing and reflecting on one of the worst quarters in the history of the bond market while an entire country and their people face the horror of war, but we must. Our hearts and thoughts are with those in Ukraine as well as their family and friends. Just as folks…

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Q4 2021 Fixed Income Review

Once again, the overall fixed income market as measured by the Bloomberg Aggregate Index was essentially flat during the quarter at 0.01% vs. the third quarter at 0.05%. Just as the market was digesting the uptick in Delta variant cases, as well as a Federal Reserve that was sounding a bit hawkish, another letter of…

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Q3 2021 Fixed Income Review

Although the performance numbers don’t necessarily reflect it, the bond market experienced a dose of turbulence during the third quarter as an uptick in Delta variant cases and subsequent growth concerns brought out some sellers. The Treasury bond market was not immune from worries as inflationary concerns remain high and the debt ceiling timeline draws…

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Q2 2021 Fixed Income Review

The bond market was a somewhat boring place to be during the second quarter as a mixed bag of economic news, muted job trends, tight credit spreads, and a range-bound but flattening Treasury market resulted in positive returns for the quarter. The benchmark 10-yr Treasury started the quarter at 1.74% and finished June at 1.47%,…

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Q1 2021 Fixed Income Review

It is hard to believe that it has been over one-year since COVID-19 became a household word while changing the world forever. During that time, the markets sank and rebounded as investors reacted to heightened uncertainty, reassessed liquidity and risk tolerances, and finally looked forward. During the first quarter of 2021, fixed income investors finally…

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