Investment Insights

The forecast for securitized credit has turned notably brighter in recent months, even as the dark cloud of offices continues to cast a long shadow.

Macro sensitivities and sector biases of traditional value metrics may affect how well they work in different market and economic environments. We take a broad approach, combining fundamental analysis with macro awareness to deliver more consistent through-the-cycle results.

After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for 100 years have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens. Introducing excess capital yield (ECY).

Plan sponsors often find the target date fund (TDF) selection process understandably daunting. Evaluating TDFs is a multi-faceted process that requires a deep dive into the four components of TDF design — glide path design, asset allocation, selecting underlying managers, and portfolio construction.

GNMAs can be a compelling way to defend against unexpected market shocks, offering a risk profile similar to Treasuries but with higher yields.

It is critical for plan fiduciaries to understand the differences in target date design in order to select the fund that best matches the needs and characteristics of their plan and its participants.

Private equity has traditionally been dominated by large institutions, but is gaining ground in individual investor portfolios

With yields near 15-year highs, bonds have resumed their role in portfolios as a tool for potential income, compelling risk-adjusted returns and diversification.

With inflation running at a 40-year high and the Fed taking aggressive measures...

Big data — no longer the exclusive domain of Silicon Valley — is reshaping traditional industries and creating opportunities for investors, even in surprising places like manufacturing and agriculture.