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Minisode - Strategic Beta Solutions for the Fixed Income Market
Gaining Perspective, featuring: Gene Tannuzzo of Columbia Threadneedle, 1/4/21

What if you could target more consistent income — in any bond market? By looking beyond the bond benchmark and broadening your fixed-income allocation, you enhance your potential to achieve your clients’ financial goals. That is the premise behind the concept of strategic beta ETFs, which my guest today, Gene Tannuzzo, will discuss.

Uncovering Income-Boosting Opportunities in a Low-Rate Environment
by Jay McAndrew, Gene Tannuzzo and Marc Zeitoun of AP Thought Leader Summit 2020, 10/6/20

Rates are likely to continue being low for a long period of time. Where can bond investors turn for income? Diversifying with credit in fixed income can improve a strategy’s potential to deliver income, provide capital appreciation and help defend against risk. Different from simply cap-weighting, applying certain factors in a rules-based approach can improve outcomes. Given recent market volatility, investors are encouraged by these alternative fixed-income strategies. Join our experts as they provide an in-depth discuss that will cover:

· Uncovering the most attractive risk-adjusted returns for your clients
· Multi-sector / multi-factor solutions
· Positioning portfolios to exploit pockets of yield, quality and liquidity

JAY MCANDREW

Investments Expert

GENE TANNUZZO

CFA

MARC ZEITOUN

CFA

The Outlook for Fed Policy, China and Brexit
Gaining Perspective, featuring: Gene Tannuzzo of Columbia Threadneedle Investments with Robert Huebscher, 2/27/19

Making sense of the complex global economic environment is essential for advisors, at least for the very important reason of being able to intelligently answer their clients’ questions. Today, the greatest uncertainties are in Fed policy, China and Brexit. We hear from Gene Tannuzzo, whose job it is to make sense of those issues for advisors and their clients.

Passive Investing May Not Work for Fixed Income. But What Does?
by Gene Tannuzzo of Columbia Threadneedle Investments, 3/27/18

Gene Tannuzzo explains why a strategic beta approach makes a lot of sense in fixed income, particularly relative to traditional passive strategies.

What to Expect from the Fed's Balance Sheet Runoff
by Gene Tannuzzo of Columbia Threadneedle Investments, 9/19/17

The Federal Open Market Committee is expected to begin the process of reducing the Fed’s balance sheet. Here’s what it may mean for investors.

Looking for Yield in All the Right Places: A Post-FOMC Playblook
by Gene Tannuzzo of Columbia Threadneedle Investments, 3/21/16
The Fed took out an insurance policy in order to stay on a rate hiking path. A shallower path of rate hikes should temporarily ease pressure on the U.S. dollar and help improve financial conditions. Bond investors should take cues from the TIPS and credit markets. The Fed wants to see tighter credit spreads and higher inflation expectations before raising rates much more. We view investment-grade corporate bonds and commercial mortgage-backed securities as attractive sources of income in this environment.

Positioning Portfolios After Fed Rate Liftoff
by Gene Tannuzzo of Columbia Threadneedle Investments, 12/18/15
With a positive backdrop for credit risk, we favor investment-grade corporate bonds and MBS, while some areas of high yield also present opportunities. We believe a modest but positive duration stance remains appropriate, with 2016 likely to provide additional opportunities to buy longer dated bonds. Currency risk presents some opportunity, but it is no longer as simple as expecting the U.S. dollar to appreciate versus all other currencies. Inflation risk will likely increase next year as commodity prices ultimately bottom and wages perk up.

Income and the Interest Rate Game
by Gene Tannuzzo of Columbia Threadneedle Investments, 10/29/15
An investment strategy based purely on guessing where interest rates are headed is destined to miss the mark. We still expect the Fed to raise rates soon (but probably not in October) and we think longer term rates should drift higher (but we wouldn’t want to bet the farm on that). Investors should focus on areas of the bond market that offer attractive income relative to the risk, and retain the flexibility to adjust that positioning as the market evolves.

Q2 fixed income outlook ? Hitting for the cycle
by Gene Tannuzzo of Columbia Management, 4/3/14
By the middle of this year, the economic expansion in the U.S. will officially turn five years old. By comparison, the average of all business cycle expansions tracked by the National Bureau of Economic Research dating back to the mid-1800s is about three and half years. But like many five year olds, this cycle hardly seems mature. In particular, we have taken notice of three key elements of the business cycle that have distinct implications for bond investing today.

When Does The Great Recession Become the Great Rotation?
by Gene Tannuzzo of Columbia Management, 4/3/13
Given the strong flows into the bond market over the past few years, many pundits have pondered the beginning of the Great Rotation when bond investors begin to move money into the equity market. Investors fear that this shift could cause losses in bond funds as investors flee. Indeed since the start of the Great Recession in 2008, investors have plowed into bond funds as an alternative to equity volatility.

Triskaidekaphobia1 tris-k?-dek-?-f?-b?-? n: Fear of the Number 13
by Gene Tannuzzo of Columbia Management, 10/18/12
In May of this year, the Congressional Budget Office published a paper outlining the tax increases and spending cuts scheduled to be automatically implemented on January 1, 2013 under current law. The paper illustrates the real risk of recession if Congress fails to address this looming "fiscal cliff" before year end. The markets are telling us not to worry about the fiscal cliff. Are the markets right, or should investors be more concerned that 13, as in 2013, could be an unlucky number for the U.S. economy?
11 results found.