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It’s no secret that inflation concerns continue to build, which is forcing the Federal Reserved to make a harder-than-anticipated pivot with regard to its monetary policy. What does this mean for fixed income investors?

Many shades of ESG: A holistic view of the alpha opportunities


Can ESG strategies deliver alpha? Check out this podcast with Christopher Cuesta, Chief Investment Officer of THB Asset Management, to learn more about the opportunities and challenges associated with ESG investing, and where it’s all headed.

 

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The long-awaited secular bond bear market is here

 

5/6/2022

Although the U.S. economy continues to grow, inflation is running hot, and it now looks like the FOMC will raise rates an additional nine times this year. Has a bear market in bonds finally arrived? INCORE Capital Management's Senior Portfolio Manager Rich Consul sheds some light on this environment.

 

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FOMC shifts focus towards persistent inflation

 

12/31/2021

 

After the latest string of surprising CPI data, the Federal Reserve is acknowledging that tight labor markets and supply chain issues may make inflation more persistent than originally anticipated. What does this mean for fixed income investors? INCORE Capital Management's Senior Portfolio Manager Rich Consul digs into the data and shares his team’s views on the current environment.

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Job recovery slows but inflation pressures remain

 

9/30/2021

 

There are no lack of cross-currents facing investors these days. On one hand, the economy has rebounded to pre-crisis levels. On the other hand, significant inflation pressures remain. It’s tricky out there. Tune in to INCORE Capital Management's latest insights to learn how Senior Portfolio Manager Rich Consul views the landscape and how the INCORE team is positioning fixed income portfolios.

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Excess liquidity supporting growth and low yields

 

6/30/2021

 

The U.S. is on track for robust economic growth, thanks largely to exceedingly accommodative fiscal and monetary policies. What does this mean for fixed income investors? INCORE Capital Management Senior Portfolio Manager Rich Consul goes deep on the economic backdrop and how he’s positioning portfolios.

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A strategic approach to supplement income

 

4/30/2021

 

Improve portfolio efficiency by accumulating dividends while abating risk.

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Fiscal stimulus drives the "reflation trade"

 

3/31/2021

 

As the economy continues to expand, this Victory Capital Management webinar explores the role of monetary and fiscal policy. INCORE Capital Management Senior Portfolio Manager Rich Consul describes the macroeconomic landscape, his corporate credit view, and positioning strategy. 

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The great MMT experiment

 

12/31/2020

 

Rich Consul of INCORE Asset Management points out that fiscal and monetary policies are driving asset prices higher and fueling an economic recovery in the near term. In effect, this is becoming a test run for Modern Monetary Theory (MMT). But are there longer-term ramifications to this approach? Learn more about the outlook for the economy and fixed income markets.

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