Commentary

Lifetime Income Fees vs. Costs: Look Beneath the Tip of the Iceberg

Lifetime income solutions are high on the wish lists of defined contribution (DC) plan participants, with the certainty of a guaranteed lifetime income stream ranking as the top feature in our surveys over the past decade.

Commentary

Will Corporate Credits Crack as Growth Slows?

Investors are shifting their focus from runaway inflation to slowing global growth as central banks hike rates to tame price pressures.

Commentary

Capturing Persistent Growth in Volatile Equity Markets

Growth stocks are under acute pressure as rising interest rates change the dynamics that drive equity valuations.

Commentary

Inflation: Higher but Not Forever

High inflation and the consequences of attempts to curb it are a top concern for today’s investors.

Commentary

How Well Do You Know High Yield?

Do these statistics surprise you?

Commentary

FAANG Is Dead: A Timeless Lesson for Equity Investors

For several years, the largest US technology and new media companies were widely seen a cluster of similar stocks.

Commentary

Want to De-Risk? Look to High Yield

Looking for a tactical way to de-risk your portfolio? You might consider rotating a portion of your equity allocation into high-yield bonds.

Commentary

Defensive Equities: Finding Stability in an Unhinged World

Three powerful forces have unleashed a volatility storm in stock markets this year.

Commentary

How the Financial Industry Can Help Stop Modern Slavery

Modern slavery is a lucrative business that can’t exist without the financial system.

White Paper

Investment Strategies for Generating Efficient Income

An unfriendly macro and market landscape is making life harder for investors today, with traditional core bonds coming up short on income. In our view, focusing on generating efficient income is an effective approach to tackling the challenge of mixing the key building blocks of rates, credit and growth.

Commentary

Investing for Growth in a Decelerating World Economy

With the world facing inflationary and geopolitical hurdles, economic growth is poised to slow. In this environment, investors in growth stocks must identify companies with the right features to overcome headwinds to earnings.

Commentary

China’s Economic Outlook: COVID Impedes GDP Growth

COVID-19’s resurgence in China has cast doubt over the government’s ability to meet its 2022 growth target of around 5.5%, which officials affirmed in March, before the scale of the latest outbreak became clear.

Commentary

An Investor’s Guide to Evolving Supply Chains

Many companies are rethinking supply chains amid disruptions from the war in Ukraine and the pandemic.

Commentary

A Different Kind of Volatility

As of this writing, Russian forces are reorganizing in eastern Ukraine, and fighting is well into its second month. Supply chain disruptions continue, gas prices are reaching all-time highs, inflation has become a constant concern, and some analysts are predicting that the Fed will aggressively raise rates.

Commentary

ESG Ratings: Solution or Starting Point?

Environmental, social and governance (ESG) ratings are a popular way to search for companies that meet specific criteria in a responsible investing agenda.