Latest Insights
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The case for short-term bonds
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Kris Moreton, CFA, Senior Vice President, Fixed-Income Client Portfolio Manager
Katy Nuss, CFA, Vice President, Fixed-Income Client Portfolio Management
The Fed has been clear that it sees rates moving lower. What does this mean for investors sitting in cash?
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Resilient U.S. consumers boost structured assets
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Jason Callan, Senior Portfolio Manager, Head of Core and Core Plus, Co-Head of Structured Assets
Ryan Osborn, CFA, Senior Portfolio Manager, Co-head of Structured Assets
As interest rates rose, U.S. consumers remained resilient due to robust balance sheets, but will this last? While cracks are beginning to appear, we see potential opportunities within structured assets in agency and non‐agency MBS.
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For equity income, find strong balance sheets
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Michael Barclay, CFA, Senior Portfolio Manager
How does a high-rate environment affect dividend investing? Senior Portfolio Manager Mike Barclay explains how dividend-paying stocks may be affected by a higher interest rate environment and identifies areas of opportunity.
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Higher for longer…for longer? 2024 Chief Investment Officer Outlook
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Despite uncertainty, we think the investing environment remains constructive. Here’s why:
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Macro risks weigh on equities: 2024 equity outlook
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Melda Mergen, CFA, CAIA, Global Head of Equities
With macro risks elevated, investors should focus on company research as they consider their equity allocation.
Investor Newsletter
In This Issue:
- 2024 CEO Outlook: Risk, rates and the fight for market share.
- Obesity drugs: What are the costs for health care providers?
- Elections 2024: Focus on policy over politics.
- Chart on the go: Holding cash can have a cost.