The Founders’ Series, Episode 4 | The Big Idea

The Core Fixed Income Challenge: Muting the Sounds of Intellectual Noise

Let's take a look at why fixed income market calls—especially since 2022—have proven to be unreliable, and what potential strategies and solutions advisors may have.

With the Fed holding firm on rates into 2025, despite widespread expectations for cuts, we believe the need for disciplined fixed income evaluation is more important than ever. We’ll analyze the interplay between the Bloomberg U.S. Aggregate Index, the 10-Year Treasury yield, and the FOMC’s guidance to uncover patterns and positioning strategies that seek to stand up to scrutiny.

Join Bill Phillips, Director of Advisor Consulting and Senior Portfolio Specialist, who will guide this timely discussion—with the goal of helping you reframe client conversations and portfolio construction alike.

Quarterly Webcast Q1 2025

Our Chief Investment Officer, James St. Aubin, will break down the key economic trends and market drivers that shaped investor sentiment — from the sweeping import tariffs of the “Liberation Day” initiative to the ripple effects felt across equities, credit markets, and interest rates.

Following that, our Chief Investment Strategist will review how Ocean Park’s time-tested, rules-based investment strategies navigated this volatile environment, adapting across a broad set of equity and fixed income asset classes.