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White Paper

It’s Not a Bound; It’s an Opinion

November 20, 2020 - Jonathan Fader Zachary T. Mees Michael A. Mendelson

In the second paper of our “Bonds Today” series, we review the popular belief that bond yields are too close to zero to fall much further and then explain why we disagree.

White Paper

Don’t Hate the Asset; Hate the Constraint

November 20, 2020 - Michael A. Mendelson Zachary T. Mees

What role do bonds play in a portfolio today? We explain why it all depends on investors’ ability to own them in a capital efficient way.

Late Cycle Syndrome

September 18, 2019 - Jonathan Fader Zachary T. Mees

The concern that the economy is nearing the end of its expansion phase has important implications for investors. We take a look at the data on “late cycle” indicators to see what they really tell us.

Journal Article

Asset Allocation in a Low Yield Environment

August 21, 2017 - John J. Huss Thomas Maloney Zachary T. Mees Michael A. Mendelson

In 2016, bond yields dropped to unprecedented low levels in major developed markets. Even in a low rate environment, we think it’s important to diversify across many return sources.