With the full impacted of tariffs uncertain, investors are aiming to mitigate risk by focusing on defensive sectors and U.S. small caps.

Amid the barrage of headlines, it’s tempting to react to every juke the market throws at you. Where should you focus instead? Start with these three trends.

Our proven strategy can help diversify a fixed income allocation—providing a complement or alternative to full-market high yield and core bonds.

Earnings season is a critical time for businesses and investors, helping gauge the health of individual companies as well as the broader economy. Although we're already in week 3 of Q4 2024 earnings season, the spotlight has been on January's Consumer Price Index reading, tariff talks, and the Federal Open Market Committee meeting. Let's dive into the key macroeconomic tends highlighted this earnings season.

In this time warp of a market, thanksgiving feels like it was a blip on the radar from months ago.

Highlights from the week of February 7 – February 13, 2025.

Stocks and bonds increased as the macroeconomic environment offered a relatively positive narrative during the week.

Stocks and bonds increased as the macroeconomic environment offered a relatively positive narrative during the week.

Short-Duration High Income Bonds as a Defensive Building Block: Portfolio Manager Jim Dudnick discusses where and when to consider short-duration high yield.

Most of small cap revenues come from within the United States, making them less vulnerable to trade wars.