Investment strategies

Investors should minimize risk, upgrade quality, and remain defensive awaiting higher rates and price discovery, according to analyst reports this week.

“Given the recent market volatility, it’s imperative that you stress test potential purchases under various rate scenarios,” says Jonathan Law at Advisors Asset Management.

The bill would let governments invest funds in mutual, closed-end and exchange-traded funds, and high-quality corporate bonds.

Ronald Schwartz of Seix Investment Advisors resolves to upgrade credit, keep duration neutral to shorter, and remain selective about investments.

The supply-demand imbalance for muni investors is more acute than usual after issuers accelerated deals ahead of the new tax law.

The year was marked by price fluctuations, yield curve flattening, spread compression, credit quality concerns, and other stresses.

Investors plan to make the most of the volume blitz and higher yields in the last month of the year, as issuers rush to market ahead of a sweeping tax law overhaul.

While some buy side analysts see a supply “nightmare” following the tax reform proposal, others are looking for opportunities to "stock up" on munis.

Muni experts want yield, principal protection, and value in the fourth and final quarter.

Ben Barber at Goldman Sachs Asset Management seeks opportunities for SMA and mutual fund investors with a wide range of goals.