“Our Fixed Income Group provides creative ideas and timely solutions for our issuer and investor clients across a broad range of fixed income products. We leverage KBW’s multifaceted financial services industry expertise to achieve clients’ objectives across the complete spectrum of debt-related instruments.”

Broad Capabilities With a Singular Focus

KBW’s Fixed Income Group is comprised of a strong core sales & trading group, our Loan Portfolio Strategies Group, and our Balance Sheet Management Group. We trade in the key sectors of the fixed income markets, including mortgage-backed securities (MBS), U.S. Treasury and Federal Agency securities, all financial corporate bonds – including those issued by banks, insurance companies, REITs and finance companies – and individual and pooled trust preferred securities.

A Strong Presence in Debt Issuance

The KBW Capital Markets team works in concert with the firm’s Corporate Finance department to provide financing for merger & acquisition activity, balance-sheet restructuring, and capital raising. The firm will support these deals in the secondary markets, providing liquidity from the trading desk, along with market insights from the firm’s highly regarded credit strategists.

Bank Balance Sheet Management

Our Balance Sheet Management Group provides portfolio optimization, asset disposition, and income enhancement strategies for a wide range of securities and loan types held by financial institutions within an appropriate asset/liability framework. We evaluate our clients' funding exposure, cash flow and interest rate risk using a broad array of analytical tools, coordinating with KBW Investment Banking and Capital Markets on specific client goals.