02-13-2024 – Market Commentary
The reinvestment rate risk and opportunity cost associated with cash and cash equivalent investments, can be extremely high if one is sub-optimally positioned.
01-16-2024 – Market Commentary
In November fixed income markets and municipal bonds in particular experienced the best monthly return since 1982. Clinton Investment Management’s Market Duration and Municipal Credit Opportunities strategies enjoyed their best monthly performance in our firm’s history. Positive bond market momentum has carried into December as well.
11-01-2023 – Market Commentary
Fixed income investors able to take advantage of the opportunities that persist today, are likely to be well compensated for their courage and patience as economic outcomes unfold in the months and years ahead.
09-12-2023 – News & Press Releases
New York City Mayor Eric Adams says the migrant crisis “will destroy” the city. Not so, say credit analysts and bondholders.
09-11-2023 – Market Commentary
Extending duration to lock in higher yields, while implementing a barbell position as it relates to one’s duration exposure, is optimal in our view.
09-05-2023 – Podcasts
Clinton Investment Management, CEO and founder Andrew Clinton joined Bloomberg Intelligence’s Eric Kazatsky and Karen Altamirano on the FICC Focus weekly podcast on fixed income, credit, currencies, and commodities.
07-18-2023 – Market Commentary
Over the last 8 Fed rate hiking cycles, the average return of the 10-year Treasury bond, over the 12 months following a Fed pause is +18.00%, while the average return of the 30-year Treasury Bond is +28% over the same time period.
06-06-2023 – Market Commentary
Given recent events, we thought it would be helpful to provide a brief update regarding current economic and market conditions and offer insight regarding rising risks and opportunities given the outlook for the rest of the year.
05-01-2023 – Market Commentary
In volatile environments such as these, we often turn to the sage advice of those who came before us. Their wise and measured guidance has endured over time, distilling experiences of the past, while providing lessons and guidance for the future.