Category: Portfolio Management

To start the year, here are my thoughts on the municipal bond market.

Here’s another conversation with our consummate community banker.

The Bard had some thoughts on balance sheet management.

New risk profiles call for attention to details.

Investors have turned their sights on loan purchases.

Community bank portfolio durations reach historic lengths.

Multiple institutional relationships influence bond yields.

Agency spreads continue to grind lower.

Prepayments on MBS can be a DIY proposition.

Let’s define the latest bond jargon.