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Rates
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 29, 2026 |
abrdn High Income Opportunities Fund Ben Pakenham
|
View | AI, Rates, Credit Stress | - | AI, credit, Defaults, Fed, high yield, income, rates, Spreads |
| 2025 Q4 | Jan 14, 2026 |
Lord Abbett Short Duration Income Fund Andrew H. O'Brien
|
View | AI, Rates, Real Estate | - | CMBS, Corporate Bonds, credit, duration, Fed policy, fixed income, high yield |
| 2025 Q4 | Feb 10, 2026 |
PRESCIENT GLOBAL FUNDS ICAV – Fairtree Global Equity Fund Cornelius Zeeman
|
View | AI, Rates, Semiconductors | 6723.T, AAPL, ADP, AMAT, AMZN, BABA, ELV, EVO.ST, FI, GOOGL, HAR.JO, IMP.JO, MC.PA, META, MSFT, NPN.JO, NVDA, PDD, PM, TSM | AI, emerging markets, global, rates, semiconductors, technology |
| 2025 Q4 | Jan 9, 2026 |
Davidson Investment Advisors Andrew Davidson
|
View | Rates, Dollar, Infrastructure Spending | - | Dollar, equities, Fed, infrastructure, international, Municipal, rates, Yields |
| 2025 Q4 | Jan 22, 2026 |
UBS Asset Management Edoardo Rulli
|
View | AI, Gold, Rates, Energy Transition | - | AI, diversification, Dollar, Energy Transition, equities, Fed, gold, rates |
| 2025 Q4 | Feb 10, 2026 |
FPA New Income Fund Abhijeet Patwardhan
|
View | Rates, Quality, Credit Stress | - | credit, duration, Fed policy, fixed income, Quality, Spreads |
| 2025 Q4 | Dec 31, 2025 |
BBH Intermediate Municipal Bond Fund Gregory Steier
|
View | Rates, Credit Stress, Infrastructure Spending | JPM | Credit quality, Federal Policy, healthcare, infrastructure, interest rates, municipal bonds |
| 2025 Q4 | Jan 30, 2026 |
Invesco International Bond Fund Hemant Baijal
|
View | Rates, Emerging markets, Dollar | - | Bonds, Currency, Dollar, duration, emerging markets, international, rates |
| 2025 Q4 | Jan 6, 2026 |
Financial Synergies Wealth Advisors, Inc. Mike Minter
|
View | AI, Rates | - | AI, Economy, Fed policy, interest rates, Markets, outlook, technology, volatility |
| 2025 Q4 | Jan 23, 2026 |
BNY Mellon Core Plus Fund Brendan Murphy
|
View | AI, Credit, Rates | - | AI, credit, duration, Federal Reserve, fixed income, rates |
| 2025 Q4 | Jan 30, 2026 |
Skybound Wealth Management Jabir Sardharwalla
|
View | AI, Energy, Rates, Inflation, Data Centers | AMZN, GOOGL, META, MSFT, ORCL | AI, Capex, Data centers, energy, Hyperscalers, inflation, rates, yield curve |
| 2025 Q4 | Jan 14, 2026 |
Bramshill Income Performance Fund Art DeGaetano
|
View | Rates, Value, Credit Stress | - | credit, duration, fixed income, rates, risk management, value |
| 2025 Q4 | Dec 31, 2025 |
Guinness Global Innovators Matthew Page
|
View | AI, Rates, Semiconductors, Inflation, Quality | 2020.HK, ABB, AMAT, APH, AVGO, CRM, DHR, GOOGL, ICE, LRCX, MDT, META, NFLX, NVDA, ORCL, SHL.DE, TMO | AI, global, inflation, innovation, monetary policy, Quality, semiconductors, technology |
| 2025 Q4 | Jan 18, 2026 |
Mairs & Power – Small Cap Fund Andrew R. Adams
|
View | AI, Rates, Small Caps | ABT, AIR, BSY, CASY, CVRX, EXAS, INSP, KNF, MEDP, MGPI, NVT, WK | AI, earnings, healthcare, rates, small caps, technology, Valuations |
| 2025 Q4 | Feb 4, 2026 |
CrossingBridge Advisors David K. Sherman
|
View | AI, Rates, Liquidity, Credit Stress | BALY, GRUB | AI, credit, DIP, distressed, fixed income, high yield, Leveraged Loans, Nordic |
| 2025 Q4 | Jan 15, 2026 |
UOB Alternative Investment Management PTE. LTD. Chong Jiun Yeh
|
View | AI, China, Gold, Rates, Trade Policy | - | AI, Asia, China, global, gold, inflation, rates, Trade Policy |
| 2025 Q4 | Jan 29, 2026 |
Lord Abbett High Yield Fund Steven F. Rocco
|
View | Credit, Rates | - | credit, Fed, fixed income, high yield, rates, Spreads |
| 2025 Q4 | Jan 7, 2026 |
Brighton Jones LLC Brian Tall
|
View | Rates, Inflation, Resilience, Dollar, Trade Policy | - | diversification, Dollar, global, inflation, rates, Resilience, Trade Policy |
| 2025 Q4 | Feb 10, 2026 |
Fairtree Global Flexible Income Plus Fund Paul Crawford
|
View | Credit, Rates, Risk Management | VOD.L | credit, Europe, fixed income, rates, risk management, Structured Notes |
| 2025 Q4 | Jan 11, 2026 |
Thornburg International Equity Fund Lei Wang
|
View | AI, Rates, Trade Policy | 005930.KS, 4901.T, 6501.T, 6758.T, 8306.T, AZN, BABA, BNP.PA, BZ, CP, DPW.DE, LIN, NN.AS, ROG.SW, SU.PA, TTE | China, Europe, fundamentals, international, Japan, value |
| 2025 Q4 | Jan 22, 2026 |
Angel Oak High Yield Opportunities ETF Sreeni Prabhu
|
View | Credit, Rates, Resilience | - | consumer, credit, Fed, high yield, rates, Resilience, Spreads |
| 2025 Q4 | Feb 10, 2026 |
Easterly – Income Opportunities Fund Jay Menozzi
|
View | AI, Rates, Mortgage, Real Estate | - | CMBS, credit, fixed income, rates, RMBS, Spreads, Structured Notes |
| 2025 Q4 | Jan 20, 2026 |
Robinson Opportunistic Income Fund James Robinson
|
View | AI, Credit, Rates, Risk Appetite, ETFs | - | AI, Closed-End Funds, credit, Discounts, fixed income, Hedging, interest rates, risk management |
| 2025 Q4 | Jan 30, 2026 |
Aristotle Value Equity Fund Howard Gleicher
|
View | AI, Rates, Value, Trade Policy | AMGN, CBSH, COF, LEN, MRK, MSFT, PH, SONY, STZ, TDY, UBER, USB, WFC | AI, earnings, large cap, rates, Trade Policy, US, value |
| 2025 Q4 | Jan 5, 2026 |
J.M. Finn & Co. Ltd Charles Bathurst-Norman
|
View | AI, Rates, Infrastructure Spending | - | AI, Bonds, equities, global, inflation, infrastructure, policy, rates |
| 2025 Q4 | Jan 16, 2026 |
Stonehearth Capital Management Jamie Upson
|
View | Rates, Value, Growth | - | Fed, growth, inflation, international, rates, Sectors, value |
| 2025 Q4 | Jan 27, 2026 |
Rainey & Randall Wealth Advisors, Inc. Michael D. Rainey
|
View | AI, Valuations, Rates | - | AI, earnings, growth, international, rates, technology, Valuations |
| 2025 Q4 | Jan 14, 2026 |
Gramercy Emerging Markets Debt Fund Philip Meier Belinda Hill
|
View | Rates, Dollar, Risk Appetite | - | Dollar, emerging markets, Fed, fixed income, High-yield, rates, Spreads |
| 2025 Q4 | Feb 11, 2026 |
BlackRock Core Bond Fund Rick Rieder
|
View | Rates, Mortgage | EQT, GS, JPM, MS, PCG | credit, duration, Fed policy, fixed income, MBS, rates |
| 2025 Q4 | Jan 6, 2026 |
PivotalPath Jonathan Caplis
|
View | AI, Rates, Energy Transition, Momentum, Liquidity, Biotechnology | AGG, AVGO, CWB, HYG, IBB, LQD, ORCL, XBI, XLE, XLF, XLK, XLU, XLV, XLY | AI, Crowding, Fed policy, Hedge Funds, liquidity, Long/Short, Macro, Multi-Strat |
| 2025 Q4 | Jan 21, 2026 |
PGIM Global Total Return Fund Robert Tipp
|
View | Credit, Rates, Emerging markets | - | credit, duration, emerging markets, Fed policy, fixed income, global, Spreads, Yield |
| 2025 Q4 | Feb 4, 2026 |
Calamos Dynamic Convertible and Income Fund John Calamos
|
View | AI, Rates | - | Convertibles, credit, high yield, income, Leverage |
| 2025 Q4 | Jan 15, 2026 |
Wealthspire Advisors LLC Marc E. Austin
|
View | AI, Rates, Inflation | - | AI, diversification, Fed policy, fixed income, inflation, international, rates, Soft Landing |
| 2025 Q4 | Jan 31, 2026 |
Touchstone Core Municipal Bond Fund Robert G. Smith
|
View | Rates, Credit Stress, ETFs | - | credit, duration, fixed income, municipal bonds, tax-exempt, yield curve |
| 2025 Q4 | Jan 15, 2026 |
Carmignac Patrimoine Jacques Hirsch
|
View | Rates, Emerging markets, Inflation, Trade Policy | - | Central Banks, Currency, duration, emerging markets, fixed income, Global Bonds, inflation, Trade Policy |
| 2025 Q4 | Feb 20, 2026 |
Merchant West Investments Daniel King
|
View | Rates, Inflation, South Africa | ABG.JO, INL.JO, NED.JO, SBK.JO, SHP.JO | inflation, liquidity, Money Market, rates, South Africa |
| 2025 Q4 | Jan 6, 2026 |
The Baird Chautauqua Global Growth Fund Jesse Flores
|
View | AI, China, Rates, Semiconductors, Trade Policy | 2269.HK, 6098.T, 6954.T, ASML, BABA, BEKE, BEPC, CSU.TO, D05.SI, GALP.SW, GOOGL, INCY, LULU, MA, MU, PRX.AS, REGN, RYA.L, SCHW, SE, TEAM, TEMN.SW, TJX | AI, China, growth, international, rates, semiconductors, Trade Policy, value |
| 2025 Q4 | Jan 23, 2026 |
Wellington Management Brett Hinds
|
View | AI, Commodities, Rates, Inflation, Trade Policy | - | AI, Central Banks, commodities, equities, fixed income, Global Markets, inflation, Trade Policy |
| 2025 Q4 | Jan 18, 2026 |
Rewey Asset Management Chip Rewey
|
View | AI, Rates, Value, Small Caps | BR, CADE, DFIN, HOLX, LAKE, MEC | AI, Gdp, inflation, rates, small caps, technology, value |
| 2025 Q4 | Feb 3, 2026 |
John Hancock Bond Fund Class I Jeffrey N . Given
|
View | Rates, Mortgage, Credit Stress | AAL, BAC, DELL, F, FMCC, FNMA, JPM, WFC | Bonds, credit, duration, Fed policy, fixed income, Mortgage |
| 2025 Q4 | Jan 9, 2026 |
QuadCap Wealth Management, LLC Connor Gross
|
View | AI, Rates | - | AI, Economic Data, Fed policy, Government Shutdown, Market Leadership |
| 2025 Q4 | Jan 7, 2026 |
INN8 Albert Louw
|
View | AI, Gold, Rates, Trade Policy, Defense Spending | AMZN, AU, BRK-A, CSCO, GFI, GOOGL, HMY, IMPUY, MRP.JO, PIK.JO, SBSW, SHP.JO, SPP.JO, TFG.JO, TRU.JO, WHL.JO | AI, Defense Spending, diversification, Global Markets, gold, rates, Trade Policy |
| 2025 Q4 | Jan 29, 2026 |
Leonard Rickey Investment Advisors, P.L.L.C. Matt Hargreaves
|
View | AI, Rates, Value, Dollar | - | AI, Dollar, Fed, growth, international, rates, technology, value |
| 2025 Q4 | Jan 14, 2026 |
Riverwater Micro Opportunities Strategy Adam Peck
|
View | AI, Rates, Quality, Nuclear, Technology | AVD, AVID, CLMB, FSBC, IRMD, LEU, LMNR, MAMA, MEC, NCMI, NGS, PLOW, PWP, UROY | AI, Biotechnology, fundamentals, Microcap, nuclear, Quality, rates, value |
| 2025 Q4 | Feb 17, 2026 |
Cullen Enhanced Equity Income Fund James Cullen
|
View | AI, Rates, Value, Dividends, Risk Appetite | AAPL, AMZN, GOOGL, JPM, KVUE, META, MSFT, NSC, NVDA, QCOM, TSLA, UNH, UNP | AI, dividends, growth, healthcare, income, rates, technology, value |
| 2025 Q4 | Jan 6, 2026 |
Regency Wealth Management Timothy Parker
|
View | Gold, Rates, Small Caps | - | Currency, diversification, Federal Reserve, gold, international, small caps, value |
| 2025 Q4 | Jan 21, 2026 |
PGIM Core Bond Fund Gregory Peters
|
View | Credit, Rates, Emerging markets, Mortgage | - | credit, duration, Fed policy, fixed income, Spreads, yield curve |
| 2025 Q4 | Jan 30, 2026 |
Alpine Capital Steinman de Bruyn
|
View | AI, Rates, Emerging markets, Energy Transition, Data Centers, Silver, Copper | - | AI, commodities, Copper, emerging markets, Federal Reserve, infrastructure, Silver, technology |
| 2025 Q4 | Jan 16, 2026 |
103 Advisory Group LLC Richard J. Milton
|
View | Rates, Inflation, Credit Stress, Trade Down | AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA | consumer, credit, earnings, Federal Reserve, inflation, K-shaped, Midterms, rates |
| 2025 Q4 | Jan 30, 2026 |
Matrix Dividend Income David A.Katz
|
View | AI, Rates, Value, Dividends | ACN, LMT, META, TXN | AI, consumer, dividends, Fed, financials, rates, technology, value |
| 2025 Q4 | Jan 15, 2026 |
Columbia Strategic Income Fund Gene R. Tannuzzo
|
View | Credit, Rates, Mortgage | - | Bonds, credit, duration, Fed policy, fixed income, rates, Yield |
| 2025 Q4 | Jan 24, 2026 |
Invesco Emerging Markets Local Debt Fund Hemant Baijal
|
View | Rates, Inflation, Dollar | - | currencies, Dollar, emerging markets, fixed income, inflation, Local Debt, monetary policy, rates |
| 2025 Q4 | Feb 10, 2026 |
PM Capital Enhanced Yield Fund Paul Moore
|
View | Rates, Inflation | 2282.HK, 8570.PA, APO, BAER.L, BHP.AX, CABK.MC, CGF.AX, COL.AX, CRN.L, CS.AX, FCX, FDV.AX, FOXA, HEIA.AS, IMI.L, INGA.AS, LLOY.L, NEM, NSC, NST.AX, QUB.AX, RPRX, SHL.DE, SMR.AX, TECK, TSCO.L, UNP, WDS.AX, WOW.AX | Bonds, credit, fixed income, inflation, rates, Yield |
| 2025 Q4 | Jan 12, 2026 |
Heartland Value Fund Will Nasgovitz
|
View | Rates, Value, Small Caps | ALEX, CMCO, ITGR | fundamentals, rates, Russell 2000, small caps, Takeouts, value |
| 2025 Q4 | Feb 5, 2026 |
Newport Capital Group LLC Armand Iacobellis
|
View | AI, Rates, Inflation | 7203.T, 7974.T, AAPL, AMZN, AZN, BHP.AX, FMG.AX, GOOGL, HD, IBE.MC, LLY, META, MSFT, NFLX, NVDA, RHM.DE, RIO.AX, ROG.SW, SPOT, XRO.AX | AI, earnings, equities, fixed income, Global Markets, inflation, rates |
| 2025 Q4 | Jan 15, 2026 |
Chilton Capital Management LLC Bradley J. Eixmann
|
View | AI, Private Credit, Rates, Real Estate | RMZ | AI, Bonds, Fed policy, international, private credit, Rate Cuts, REITs |
| 2025 Q4 | Jan 23, 2026 |
Fairtree Wild Fig Multi Strategy Hedge Fund Bradley Anthony
|
View | AI, Commodities, Rates | - | alpha, commodities, diversification, fixed income, global, Hedge Fund, Multi-Strategy, South Africa |
| 2025 Q4 | Jan 6, 2026 |
Sage Advisory Services, Ltd. Co. Robert Williams
|
View | AI, Private Credit, Rates, Value | - | credit spreads, duration, Equity, Fed policy, fixed income, healthcare, international, Valuations |
| 2025 Q4 | Jan 28, 2026 |
TAMIM Fund Australia Small Cap Income Ron Shamgar
|
View | Rates, Small Caps | CAF.AX, CCG.AX, CCL.AX, EDU.AX, HUM.AX, PGC.AX, SYL.AX | Australia, earnings, interest rates, M&A, small caps, technology |
| 2025 Q4 | Jan 9, 2026 |
Mountain Vista Wealth Management Jon Heagle
|
View | AI, Crypto, Gold, Rates, Inflation | AGG, DBB, EMB, ETHA, FBTC, GLD, IVE, IVW, IWM, JNK, QQQ, SPY, TLT, USO, VXUS, XLK, XLP, XLRE, XLU, XLV | AI, Bitcoin, Economic Outlook, ETFs, Federal Reserve, gold, inflation, Market Commentary |
| 2025 Q4 | Feb 17, 2026 |
Cullen Small Cap Value Fund James Cullen
|
View | Rates, Value, Small Caps, Earnings | CTRA, CUZ, DOUG, EFSC, HIW, HP, JBSS, LDI, NMRK, POR, SSB, TREE | earnings, energy, financials, rates, small caps, Utilities, value |
| 2025 Q4 | Jan 8, 2026 |
QCAM Currency Asset Management Bernhard Eschweiler
|
View | Rates, Volatility, Dollar | - | Central Banks, Dollar, FX, Geopolitical, rates, volatility |
| 2025 Q4 | Jan 22, 2026 |
Wasatch-Hoisington U.S. Treasury Fund Van R. Hoisington
|
View | AI, Rates, Inflation, Liquidity, Trade Policy | - | Bonds, Disinflation, Fed, inflation, liquidity, Monetary, rates, Treasury |
| 2025 Q4 | Jan 1, 2026 |
Provident Financial Planning, LLC Paul S. Michel
|
View | AI, Rates | - | AI, Economic Data, Fed policy, Government Shutdown, Market Leadership, Rate Cuts |
| 2025 Q4 | Jan 30, 2026 |
Lord Abbett Floating Rate Fund Kearney M. Posner
|
View | Credit, Rates | - | CLO, credit, Fed Cuts, floating rate, high yield, Leveraged Loans |
| 2025 Q4 | Jan 8, 2026 |
Corient Private Wealth LLC Greg Bone
|
View | AI, Rates, Inflation | - | AI, diversification, Fed policy, inflation, international, rates |
| 2025 Q4 | Jan 23, 2026 |
Brandes Core Plus Fixed Income Fund Timothy M. Doyle
|
View | Rates, Inflation, Credit Stress | ADT, CNSL, COTY, F, GTN, KSS, OGN, SABR, SPR, USB, UVN | Corporate Bonds, credit, duration, Fed policy, fixed income, inflation, Treasuries, Yield Spreads |
| 2025 Q4 | Jan 13, 2026 |
Thornburg Strategic Income Fund Lon Erickson
|
View | Rates, Data Centers, Credit Stress | AMAT, AMZN, META, TAP, TGT | credit, Data centers, duration, Fed policy, fixed income, investment grade, yield curve |
| 2025 Q4 | Feb 8, 2026 |
BlackRock Strategic Income Opportunities Fund Rick Rieder
|
View | Credit, Rates, Mortgage | ECHO, FBC | credit, duration, European credit, fixed income, rates, Securitized, yield curve |
| 2025 Q4 | Jan 5, 2026 |
Reams Asset Management Mark M. Egan
|
View | Rates, Volatility | - | Bonds, Economic Uncertainty, Federal Reserve, monetary policy, rates, volatility |
| 2025 Q4 | Jan 18, 2026 |
Mairs & Power – Balanced Fund Robert W. Thompson
|
View | AI, Rates, Earnings | AMZN, CASY, ENTG, FI, GOOG, HD, HON, HRL, JPM, LLY, MSI, NEOG, PFG, RHHBY, ROK, TECH, TGT, TRV, TXN, UNH, USB, WEC, WFC | AI, Balanced, earnings, financials, healthcare, rates, technology |
| 2025 Q4 | Jan 31, 2026 |
Doubleline Capital Jeff Mayberry
|
View | Rates, Inflation, Dollar, Trade Policy, Real Estate | - | Commercial real estate, Credit markets, Dollar, Federal Reserve, fixed income, inflation, monetary policy, Treasury |
| 2025 Q4 | Jan 12, 2026 |
TEAM Asset Management Craig Farley
|
View | AI, China, Gold, Rates, Silver | AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA | AI, Central Banks, China, commodities, gold, rates, Silver, technology |
| 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 16, 2025 |
Chilton Capital Management LLC Bradley J. Eixmann
|
View | AI, Rates, Global Markets | - | Artificial Intelligence, Fed policy, Global Equities, productivity, Rate Cuts |
| 2025 Q3 | Oct 19, 2025 |
Carillon Eagle Growth & Income Fund David Blount
|
View | AI, Rates, Semiconductors | ABBV, ABT, ACN, AVGO, CARR, GLW, KOF, LRCX, MDLZ, ORCL | AI, Cloud, Data centers, interest rates, semiconductors |
| 2025 Q3 | Oct 6, 2025 |
AssetMark, Inc. Christian Chan
|
View | AI, Gold, Rates | - | AI, Federal Reserve, gold, inflation, interest rates |
| 2025 Q3 | Sep 24, 2025 |
Andrew Hill Investment Advisors, Inc. Andrew D.W. Hill
|
View | AI, Commodities, Rates, Trade | AMSC, COST, EQT, GE, GEV | AI, commodities, gold, interest rates, Trade |
| 2023 Q4 | Feb 12, 2024 |
1578 Partners, LP Marc Werres
|
View | Compounders, Rates, Value | IBKR | Equity Volatility, Financial Services, interest rates, Intrinsic Value, Long-Term Compounding |
| 2023 Q3 | Oct 13, 2023 |
WestEnd Capital George Bolton
|
View | Rates, Earnings Acceleration, Infrastructure Modernization | PWR | earnings acceleration, Grid Modernization, Infrastructure Spending, Interest Rate Volatility, Renewable Integration |
| 2023 Q3 | Oct 5, 2023 |
Sandhill Investment Management Rick Ryskalczyk
|
View | Rates | - | Amid Volatility., Credit quality, Duration Management, Opportunistic Fixed Income Allocation |
| 2022 Q4 | Dec 31, 2022 |
AGT Partners Gregory See
|
View | Rates, Cyclicality, Quality Discipline | - | Capital Cycles, Interest Rate Tightening, Return On Tangible Equity, Short Selling, Valuation discipline |