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Bonds
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Nov 5, 2025 |
Invesco International Bond Fund Hemant Baijal
|
View | Bonds | - | emerging markets, Fed Rate Cuts, International Bonds, monetary policy, US Dollar |
| 2025 Q3 | Oct 3, 2025 |
Rathbones Asset Management Liz Savage
|
View | Diversification, Inflation, Policy, Equities, Bonds | - | Bonds, diversification, equities, inflation, monetary policy |
| 2025 Q3 | Oct 19, 2025 |
John Hancock Bond Fund Class I Jeffrey N . Given
|
View | Credit, Bonds | - | Bonds, credit, duration, high yield, Yield |
| 2025 Q3 | Oct 10, 2025 |
Robinson Tax Advantaged Income Fund James Robinson
|
View | Credit, Rates, Valuation, Bonds, Municipal | - | credit spreads, fixed income, interest rates, municipal bonds, valuation |
| 2025 Q3 | Oct 24, 2025 |
Wasatch-Hoisington U.S. Treasury Fund Van R. Hoisington
|
View | AI, Bonds | - | AI, Bonds, Deflation, liquidity, tariffs |
| 2025 Q3 | Oct 16, 2025 |
Janus Henderson Fixed Interest Monthly Income Fund Jenna Barnard
|
View | Credit, Bonds | - | Corporate Bonds, credit spreads, fixed income, high yield, interest rates |
| 2025 Q3 | Nov 5, 2025 |
PGIM Core Bond Fund Gregory Peters
|
View | Credit, Bonds | - | Clos, credit spreads, emerging markets, fixed income, investment grade |
| 2025 Q3 | Oct 16, 2025 |
Centerstone Investors Fund Abhay Deshpande
|
View | Value, Inflation, Bonds | - | fixed income, Inflation outlook, interest rates, Treasuries, Value Investing |
| 2025 Q3 | Nov 5, 2025 |
PGIM Global Total Return Fund Robert Tipp
|
View | Bonds | - | credit spreads, emerging markets, Fed Rate Cuts, Global Bonds, US Dollar |
| 2025 Q3 | Oct 19, 2025 |
Thornburg Strategic Income Fund Lon Erickson
|
View | Credit, Bonds | - | Bonds, credit, Fed, tariffs, yield curve |
| 2025 Q2 | Jul 22, 2025 |
Janus Henderson Strategic Bond Fund Jenna Barnard
|
View | Flexibility, Bonds | AVGO, HWM, MA, ORCL, UNH | Bonds, flexibility, high yield, monetary policy, Yield |
| 2025 Q2 | Jul 22, 2025 |
Janus Henderson Fixed Interest Monthly Income Fund Jenna Barnard
|
View | Inflation, Bonds | - | Bonds, Credit quality, duration, inflation, Yield |
| 2023 Q1 | Apr 12, 2023 |
Carrington Capital Management, LLC Mohsin Bukhari
|
View | Bonds, Rates, Defensive | - | Defensive Allocation, Government Bonds, Inflation Trends, interest rates, Portfolio Diversification |