Banks’ retreat is creating opportunity for investors.
Learn why discounting can harm your reputation as an advisor and discover strategies to build trust and confidence with clients.
Though the new US policy focus is on oil and gas, wider opportunities still beckon.
A holistic approach may help insurance investors navigate an expansive opportunity set.
The AI breakthrough spotlights some of China’s distinctive features that deserve closer attention from investors.
With major US policy change unfolding, flexibility across and within asset classes will be critical.
Measuring the effectiveness of ESG-labeled bonds can be a challenge, particularly with “outcome bonds,” which have specific environmental or social goals but lack standardized assessment criteria.
Healthcare stocks were hurt by volatility from factors that include policy-related uncertainty, which hasn’t faded since the US election.
Our research suggests that healthcare firms with sound pay practices may yield healthier returns.
Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.
Building a bond portfolio these days isn’t easy. Interest rates have been volatile. Credit spreads are tight. And sweeping change in US fiscal, trade, and regulatory policy is underway. We think securitized assets deserve a closer look.
Is an M&A boom brewing?
Integrating private assets may enhance target-date glide paths, but know your exposures.
In today’s era of automation, some situations demand a more active approach. Municipal bond investing is one.
Impact investors can help devastated communities recover and build resilience.
After the trade war’s opening salvoes, tensions seem set to last for some time.
The evolving high-yield markets make the case for a global, multi-sector approach to generating income.
Technology stocks have been the poster child for growth in recent years. Other sectors deserve a closer look today.
China’s efforts to steer between domestic and international growth challenges in 2025 could be good for bond investors.
Quality has become a popular buzzword in equity investing. But what does it really mean?
In our view, active investors face opportunities to outperform created by looming policy changes and the macro landscape.
Not all companies in emerging markets will be hurt by President Trump’s agenda. Here’s what equity investors should look for.
Four strategies for navigating crosswinds in the municipal bond market.
As growth extends to more regions, we see expanding opportunities across countries and assets.
European equity markets may look vulnerable to fallout from new US policies. But some companies offer investors reasons to cheer.
A look at how the renewable energy opportunity may and may not change.
New policies could disrupt markets, but high starting yields and strong demand for income should provide ballast.
Natural disasters test—but don’t break—municipalities’ resilience.
Engaging up front with four key workstreams may smooth the process of adding a solution.
The journey from niche asset to core allocation looks set to continue.
The question for investors will be to what degree US outperformance will extend to the financial markets.
European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.
Political uncertainty and volatility create fertile ground for active investors to find companies that can successfully navigate a new era.
Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.
We expect the opportunity set to widen for income investors in 2025, though less clarity around the second half requires a dynamic approach.
The range of potential economic outcomes is wide, but a solid starting point suggests resilience.
If history repeats itself, this trend could be especially pronounced in 2025, given the potential for lower US corporate tax rates and domestic-friendly policies.
Tax cuts alone can’t save a weak business, but high-quality companies can put a tax-break windfall to good use for investors.
Many hot trends have been turned into equity portfolios. But fads aren’t investing themes and may be flawed as standalone investments.
To improve potential returns and mitigate risks, investors should choose from the widest range of opportunities.
When the ECB’s rate-cutting cycle ends, should the neutral rate be far higher than pre-pandemic? Not in our view.
Do you recall the famous line from the movie Glengarry Glen Ross? “Always Be Closing.” This may be good advice later in the process of working with a prospective client, but in the first conversation, try this instead: Always Be Curious.
With human rights regulations expanding, investors need a broader approach to assessing risk and opportunity.
Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.
Wholesale elimination of tax exemption isn’t likely, but certain types of muni bonds could be targets.
In the weeks surrounding the US election, US bond yields climbed sharply, reflecting speculation that President-elect Trump’s policies could lead to higher inflation and a widening federal deficit.
Some retirees say they could have planned better for lifetime income—helpful insight for current participants.
We take an early look at how a new policy platform could factor into the US deficit and debt.
