Market Insights

Following is a letter prepared on a quarterly basis by Mark Egan, managing director, for Reams’ clients and their consultants. In the letter, Mark summarizes his views on the current fixed income market and portfolio strategy.

“It’s in the Benchmark.”

Following is an annual Outlook prepared by the Reams investment team.

Reams Investment Outlook 2021

 

Past Market Insights

Inflation is a Tricky Thing

Stay safe, stay liquid, be patient, and be ready

What is the Point of Fixed Income?

“May you live in interesting times.”

But then, what would CNBC do all day?

“Everyone has a plan until …”

So What is Normal?