Master Fixed Income in Any Market
Fixed Income Strategies Across Market Environments
Download Thought Leadership Paper
4
Economic Regimes Analyzed
8+
Strategic Frameworks
Active
Approach
20+
Years Experience
Why Static Bond Strategies Fail in Today's Markets
The traditional "set it and forget it" approach to fixed income is obsolete. When inflation surges and central banks pivot policy overnight, yesterday's bond playbook becomes today's liability.
Regime-Based Approach
Learn how to identify and position for inflationary booms, disinflationary expansions, stagflation, and deflationary busts.
Dynamic Duration Management
Discover when to extend duration for capital appreciation and when to shorten it for capital preservation.
Strategic Credit Allocation
Master the art of cycling between high-quality government bonds and opportunistic credit exposure based on economic conditions.
Volatility Integration
Build portfolios that respond to market uncertainty in real-time, turning volatility from threat to opportunity.
Sector Rotation Framework
Understand how governments, corporates, municipals, and structured products perform across different market environments.
What You'll Learn in This Comprehensive Guide:
How to position portfolios across four distinct economic regimes
When to shorten vs. extend duration for maximum protection
Advanced credit allocation strategies that adapt to economic cycles
Sector rotation techniques for enhanced risk-adjusted returns
Liquidity management frameworks for volatile markets
Early warning indicators for regime transitions
Real-world case studies from recent market cycles
Implementation strategies for portfolio transitions
The Four Economic Regimes Every Investor Must Understand:
Inflationary Boom
Learn to preserve capital when rising prices pressure bond values through strategic duration shortening and defensive positioning.
Disinflationary Boom
Discover how to unlock yield and capital appreciation during growth periods with falling inflation through credit extension and duration strategies.
Stagflation
Navigate the dual threats of inflation and economic stagnation with quality-focused, liquidity-first approaches.
Deflationary Bust
Embrace safety and duration as economic growth falters and prices fall, positioning for government bond outperformance.
This isn't about predicting the future—it's about building portfolios that adapt to changing conditions. Gain insights on transforming market volatility from a threat into a strategic advantage through active, regime-aware management.
About Piton Investment Management
Piton Investment Management is a specialized fixed income asset manager dedicated to navigating complex market environments through active, adaptive portfolio strategies. Our team combines deep macroeconomic analysis with tactical implementation to deliver superior risk-adjusted returns across market cycles.
Our Approach
We believe successful fixed income investing requires active management that adapts to changing economic regimes, not static allocation models.
Customized Solutions
Every portfolio is tailored to client-specific objectives, risk tolerance, and market outlook through our disciplined, research-driven process.
