What I Learned in My First Year Managing Fixed-Income
Quarterly Commentary • January 6, 2025
The total return index outperformed the broad bond market. Here is what we learned after the first year.
Jim Bianco
Q3 Investor Letter: What If Rates Return to Yield Curve Averages?
Commentary • September 30, 2024
A quarterly review of index performance, positioning, and market perspective from Jim Bianco.
What to Expect When You’re Expecting
Commentary • September 5, 2024
A review of index performance, positioning, and market perspective from Jim Bianco.
Q2 Investor Letter: The Market vs the Fed
Quarterly Commentary • July 8, 2024
A quarterly review of index performance, positioning, and market perspective from Jim Bianco.
Q1 2024 Commentary: Observable Yields
Quarterly Commentary • March 27, 2024
Quarterly commentary & description of index positioning, effective April 1, 2024