?????????? ?????????????????????????? ?????????????? (??.??., ?????????????????? ????????????, ???????????? ????????????????????????, ???????????? ?????????????? ???????? ??????????????) ?????? ?????????????????? ?????????????? ?????? ?????????? ???????????? ??????????????? Key macroeconomic trends are set to influence fixed income markets this 2025. Join Brian Lockwood, CFA, Piton’s Chief Investment Officer on our 2024 Year-End Update as he provides an in-depth analysis of the pivotal factors shaping the market, including Federal Reserve policy, inflation, and the strong job market, and discusses their potential impact on fixed income in early 2025. Key Takeaways: ? Election & Fed policy drove 2024 markets. ? With a Fed pause, inflation is back in the spotlight. ? Strong job market keeps the economy resilient. ? Key 2025 drivers: inflation, Fed policy, economy, and fiscal stance. Watch the full Year-End 2024 Fixed Income Update and 2025 Outlook with Brian Lockwood: https://lnkd.in/dVwHwYbn #FixedIncome #Markets #Investment
关于我们
At Piton Investment Management, we aim to bring institutional-level fixed income investment solutions to individual investors. Founded in 2015, we are a boutique SEC-registered investment advisor founded by industry veterans Jim Fortescue and Kristopher Konrad, formerly of Annaly Capital Management. With roughly $1 billion in assets under management, we cater to high-net-worth individuals and family offices through partnerships with trusted financial professionals. Whether clients seek safety, diversification, or income, we can provide a unique strategy that balances risk and reward. We offer opportunities through public fixed-income markets, encompassing taxable and tax-exempt exposure, and in the private credit market. Solutions are provided through versatile investment vehicles, including customized Separately Managed Accounts (SMAs), publicly traded ETFs, and access to a private fund. Clients have direct access to our Chief Investment Officer and our experienced team, who have been in the industry for decades, weathering various rate environments and economic conditions. In today’s complex landscape, we regularly provide insights to help our clients navigate market volatility. Direct access and transparent communication are cornerstones of our commitment to providing personalized service and establishing trusted relationships. Our name, “Piton,” is a metaphor to convey our dedication to helping guide clients toward their financial aspirations. Just as a piton tool secures a climber’s progress on their ascent, we believe a strategic fixed income position acts as an anchor to asset allocation, stabilizing and advancing our clients' wealth steadily over time. For general inquiries, [email protected]
- 网站
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https://www.pitonim.com
Piton Investment Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- New Jersey, New York
- 类型
- 合营企业
- 创立
- 2015
- 领域
- Customized Separate Accounts、Fixed Income Investments、Investment Grade Fixed Income和Municipal Strategies
地点
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主要
获取路线
US，New Jersey, New York
Piton Investment Management员工
动态
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???????????????? ?????????? ?????????????? ???????? ????????-?????? | U.S. equity markets ended January higher after a volatile start, with sector rotations shaping returns. The month’s biggest shock: DeepSeek’s emergence on January 27 triggered a sharp tech sell-off, weighing on Nasdaq’s performance. Access the complete January 2025 Monthly Commentary here: https://lnkd.in/g-sh6Ji2 #FixedIncome #MarketPerformance #Investing
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?????????? ???????? ???????? ???????????? ?????????????????????? | Treasury yields fell modestly in January, with the 30-year sector holding steady. ??Investment-grade and municipal bonds returned around 50 bps, despite concerns in Southern California due to wildfires. ??Strong economic data was overshadowed by market catalysts, including fiscal policy shifts and inflation risks. ??Bonds found support as “risk-off” sentiment emerged amid equity market volatility. ?? Explore our January 2025 Market Review: https://lnkd.in/g-sh6Ji2 #FixedIncome #MarketPerformance #Investing
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?????????? ?????? ???????????????? ???????????????? ?????????????????? ?????? ???????????? ??????????????????????, ???????? ?????????? ???????????? ???? ?????? ?????????????????? ?????????? ?????? ?????????? ?????????????????? ?????????????? ???? ?????????????? ?????????? ?????????????????????????? ???????? ???????? ???????????????????? ???? ????????? As the economic landscape shifts, fixed income continues to offer value. Listen as Brian Lockwood, CFA, Piton’s Chief Investment Officer, discusses how fixed income can serve as a hedge and provide attractive income opportunities amid potential volatility in risk markets. Watch the Full Video Podcast Update and learn more about fixed income portfolio allocation this 2025: https://lnkd.in/dVwHwYbn #FixedIncome #Markets #Investment
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?????????????? ?????????????????? ???????? ???? ???????????? ?????????????????????? | January saw equity and fixed income markets finish strong despite tariff concerns and headwinds from DeepSeek news. The Fed held rates steady with no signals of imminent cuts, while inflation remains above target and U.S. employment data continues to impress. Read the full January 2025 Monthly Commentary here: https://lnkd.in/g-sh6Ji2 #FixedIncome #MarketPerformance #Investing
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The fixed income market is set for continued changes. In our 2025 Fixed Income Outlook, Piton’s Chief Investment Officer, Brian Lockwood, CFA highlights opportunities in the intermediate part of the yield curve as rates may continue to steepen. To know more, watch our Fixed Income 2025 Outlook on the Full Video Podcast: https://lnkd.in/dVwHwYbn #FixedIncome #Markets #Investment
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As the Fed made notable moves in 2024, Brian Lockwood, CFA, Piton’s Chief Investment Officer, explains how these actions influenced portfolio strategies and what to expect from the Fed in 2025. Key Takeaways: ? Fed cut rates by 100 bp in 2024, prompting longer portfolio duration. ? Fed pause likely persists into mid-2025, with a high bar for future hikes. ? Rates remain restrictive, supporting longer duration strategies. ? Yield curve matches cash yields, offering opportunities in both front-end and intermediate fixed income. To know more, watch our Year-End 2024 Fixed Income Update and 2025 Outlook: https://lnkd.in/dVwHwYbn #FixedIncome #Markets #Investment
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Discover why ???????? ???? ???????? and how its appeal may evolve in 2025 as market dynamics change. Join Brian Lockwood, CFA, Piton’s Chief Investment Officer, as he discuss how cash outperformed other fixed income sectors, generating strong returns amid changing short-term rates and a steepening yield curve. Watch the full Year-End 2024 Fixed Income Update and 2025 Outlook: https://lnkd.in/dVwHwYbn #FixedIncome #Markets #Investment
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?????????????????? ???? ?????????????????????? ???????????? ?????????????? ?????????????? (????????????????????, ????????????????????, ????????????????????, ???????? ??????????, ??????.) ???????? Brian Lockwood, CFA ??????????’?? ?????????? ???????????????????? ??????????????. Key Takeaways: ? Credit total returns led, with high yield shining alongside strong risk markets. ? Duration mattered—cash and short duration outperformed, while long bonds fell on a steepening curve. ? Munis held steady despite heavy supply. ? Credit total returns inched up about 2%, reflecting modest gains. ? High yield and emerging market sectors stood out. Watch the full 2024 Year-End Fixed Income Update and 2025 Outlook: https://lnkd.in/dVwHwYbn #FixedIncome #Markets #Investment
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Reflecting on 2024: Fixed income markets navigated a year of surprises and turning points. In our latest video podcast, Brian Lockwood, CFA, Piton’s Chief Investment Officer, dives into the key events of the past year and shares insights on what lies ahead for 2025. Discover how elevated yields, a steepening curve, and the protective power of income shaped fixed income performance amidst a strong year for risk assets. Watch our Year-End 2024 Fixed Income Update and 2025 Outlook with Brian Lockwood: https://lnkd.in/dVwHwYbn #FixedIncome #Markets #Investment
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