By Lewis Johnson - Chief Conclusion Clients will begin to see a thoughtful winnowing of our selected holdings in corporate bonds rated less than investment grade. The relentless search for yield has resulted in a[…]
POSTED ON
January 11th
- POSTED IN
Portfolio Construction for a Challenging World,
Replacement Cost
By Lewis Johnson - Chief Conclusion Wouldn’t it be nice to have the confidence that you could pick up the phone and get a straight answer from a trusted expert? We have been working for our entire career to make that a[…]