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Rob Burn

CFA
Fixed Income Portfolio Manager
Boston
1160370731

Insights By Rob Burn

Showing of Insights Posts
Credit Fixed income Opportunities and risks Economic cycle Quick Take
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
Inflation Credit Economic cycle Monetary policy Government bonds USA Quick Take
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
Interest rates Monetary policy USA Equity Fixed income Quick Take
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
EM debt Macro and market Risk management Credit Quick Take
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
Outlooks Yield Commodities Interest rates Inflation Portfolio construction Risk management Article
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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