The first half of 2026 reinforced an important lesson for fixed income investors: Tax-loss harvesting opportunities don’t always arrive at year-end, often appearing during short periods of market dislocation when interest rates rise, new-issue supply increases or investor sentiment shifts.

Customization can significantly impact after-tax yield. Explore powerful tools for tailoring investment strategies to meet unique client objectives.

Another period of heightened volatility in the markets reminds us why tax management can be such an essential part of fixed income investing.

Reflecting ongoing uncertainty around inflation and the trajectory of monetary policy, yield volatility posed challenges in 2024. Yet it also highlighted the importance of tax-efficient strategies like loss harvesting in fixed income portfolios.