On August 1, 2023, Fitch rating agency downgraded the debt of the U.S. Government from AAA to AA+, citing “the expected fiscal deterioration over the next three years, a high and growing general government debt burden, and the erosion of governance relative to ‘AA’ and ‘AAA’ rated peers over the last two decades that has...Read More
At Boyd Watterson, our fixed income philosophy is centered on our belief that over time, active management can likely generate attractive risk-adjusted returns. We believe this is best achieved by taking a strategic view of macroeconomic and market factors coupled with a value-driven decision-making process and rigorous application of risk-management controls. Our process focuses on...Read More