U.S. Bond Strategy

Competitive Advantage

  • Discusses macroeconomic and policy issues shaping the U.S. investment outlook, and provides asset allocation recommendations and insight on the direction of interest rates and bond yields.
  • Includes the following sector coverage: Treasury, investment grade and high-yield corporate, municipal, MBS, ABS and CMBS.
  • Delivers additional trading recommendations designed to exploit mispricings in related segments of the bond market such as the yield curve, inflation-indexed bonds, and corporate bond sectors.

Clear asset allocation, duration advice and specific trading ideas for all of  the major fixed income asset classes, including corporate bond sectors.

Deliverables

Weekly Reports
Reports discuss key issues specific to the U.S. bond market, including an overview of the investment backdrop, recommended portfolio allocation, actionable trading recommendations, and an analysis of current readings from our proprietary indicators.

Special Reports
Focusing on original investment ideas, these Special Reports drill down into the key issues that affect the bond outlook. They include both brief and in-depth pieces on timely opportunities or risks.

Monthly Summary
A review of the relative performance of each fixed income sector during the preceding month with a concise summary of prospects for the sector and a recommended overall portfolio allocation.

Robert Robis, Chief Strategist

Robert Robis became Managing Editor of the U.S. Bond Strategy service in June 2014.  Prior to joining BCA, Robert was the Head of Fixed Income Macro Strategies and Senior Portfolio Manager at ING Investment Management in Atlanta, where he developed bond, currency and credit strategies for a variety of fixed income funds.  Earlier in his career, Robert worked as a Global Fixed Income & Currency Strategist and Senior Portfolio Manager at OppenheimerFunds Inc. in New York,  as a Proprietary Trader at J.P. Morgan Chase & Co. in New York, as an Associate Editor at BCA Research in Montreal and as a Research Analyst at TD Asset Management in Toronto .  Robert holds an MA (Economics) from New York University, a BA (Economics) from the University of Western Ontario, and is a CFA charterholder.

Download a PDF of the U.S. Bond Strategy.

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