Rob Burn
CFA
Fixed Income Portfolio Manager
Boston

Insights By Rob Burn

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What to expect from credit markets in 2024
Veteran Fixed Income Portfolio Manager Campe Goodman offers his views on what investors can expect from credit markets in 2024.
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By

Campe Goodman, CFA

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27:30 min
Podcast
Mid Year Outlook Designs
Outlook Income Economic cycle Credit Multi-Sector Credit Opportunistic Fixed Income Global Credit Plus Global High Yield Fixed income Inflation Asset allocation Fixed income program Article
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Credit: Better opportunities to add risk on the horizon

Our experts review current macro dynamics impacting the bond market and discuss where they see opportunities and risks across credit sectors.

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By

Campe Goodman, CFA

Rob Burn, CFA

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Article
2024-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Outlook Fixed income Income Global High Yield Global Impact Bond Euro High Yield Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Credit EM debt Government bonds High yield Investment grade
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Bond Market Outlook

In this collection fixed income experts across our platform highlight risks and opportunities for discerning fixed income allocators looking ahead to the second half of 2023.

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2024-12-31
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Mid Year Outlook Designs
Volatility Inflation Credit Article Interest rates Fixed income Income Outlook Bank liquidity
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Credit market outlook: Expect greater opportunities in back half of 2023

Against a backdrop of elevated recession risks and banking-sector stress, Fixed Income Portfolio Manager Rob Burn identifies relative-value sector opportunities in the credit market.

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By

Rob Burn, CFA

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Article
2024-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Credit Volatility Asset allocation Fixed income Economic cycle Interest rates Quick Take
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Sector rotation opportunities for nimble credit investors

Following a credit market rally, Fixed Income Portfolio Manager Rob Burn still sees value in higher-yielding sectors but believes investors should stay nimble.

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By

Rob Burn, CFA

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Quick Take
2024-02-29
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Credit High yield EM debt Outlook Income Risk management Active management Portfolio strategy Economic cycle Fixed income Article No Optimizely
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Credit market outlook: Partly sunny with a chance of good value

In his 2023 credit market outlook, Fixed Income Portfolio Manager Rob Burn highlights some potentially attractive opportunities in the wake of this year's market sell-off.

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By

Rob Burn, CFA

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Article
2023-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Credit Investment grade Economic cycle High yield Portfolio strategy Quick Take
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Fixed income: Relative value opportunities amid growth slowdown
In the face of this year's fixed income market turmoil, Fixed Income Portfolio Manager Rob Burn sees attractive opportunities for investors with longer-term time horizons.
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By

Rob Burn, CFA

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Quick Take
2022-10-31
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Credit Economic cycle Interest rates Monetary policy Government bonds USA Quick Take
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Credit investing against a slower-growth, higher-inflation backdrop
The significant flattening of the US Treasury yield curve in recent months has some prognosticators calling for an impending US recession. Not so fast, says Fixed Income Portfolio Manager Rob Burn.
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By

Rob Burn, CFA

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Quick Take
2022-07-31
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Monetary policy Interest rates Equity Fixed income USA Quick Take
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Credit and equity performance around Fed hiking cycles
One of the discussion topics du jour is how the credit and equity markets might react to the US Federal Reserve (Fed) interest-rate hikes that are widely anticipated in the coming months. As is often the case with me, I find it helpful here to refer to past hiking regimes and market performances as a sort of guidepost. The proof’s in the pudding To wit, I examined the historical returns of both US credit (for this purpose, proxied by corporate high-yield bonds) and US equities (represented by the S&P 500 Index) during the six months before the first rate increase of a Fed hiking cycle through the 12 months after said increase.
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By

Rob Burn, CFA

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Quick Take
2022-05-31
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EM debt Macro and market Risk management Credit Quick Take
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Fixed income: Turn to nontraditional sectors for greater return potential in 2022
As discussed in our 2022 credit sector outlook piece, Break with tradition in 2022, we see opportunities in a few nontraditional credit sectors that stand out to us as having a higher probability of generating excess returns in the months ahead.
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By

Rob Burn, CFA

Campe Goodman, CFA

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Quick Take
2022-04-30
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Outlook Yield Commodities Interest rates Inflation Portfolio construction Risk management Article
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2022 Fixed Income Outlook
Our fixed income outlook for 2022, examines our views on inflation and interest rates and the role central banks will play in the coming year.
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Article
2022-11-15
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