June 24, 2022
Securitized credit isn’t complicated. It’s an investment involving predictable consumer behaviors that have fueled economic growth for generations.
June 22, 2022
Now that yields have reset higher, bonds are positioned to protect portfolios while delivering higher income.
June 16, 2022
Floating-rate income and the secured nature of senior loans may provide a valuable defense against both rising rates and higher default risk for investors able to stomach short-term volatility.
May 26, 2022
Fear of inflation, which has driven stocks and bonds down in tandem year to date, is expanding to fear of a growth slowdown, potentially leading to a capitulation point. If this shift takes hold, and stagflation risk has been priced in to reach a new equilibrium, it could restore the normal relationship between stocks and bonds.
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May 24, 2022
A human-plus-machine approach to analyzing and monitoring major events can help clear today’s fog of war—and potentially prepare for future crises.
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May 19, 2022
During the month of May there’s a lot of media attention on 529 college savings plans, culminating in National College Savings Day a.k.a. 529 Day on May 29th. Paula Smith, Senior Vice President, Product Strategy and Development - Retirement and College Savings, gives an overview of the benefits of 529 plans.
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May 16, 2022
As investors grapple with a new era of macroeconomic uncertainty, liquidity is king in the near term.
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May 4, 2022
Following the bond market’s recent beating, term yields have already priced in aggressive Fed rate hikes, positioning core bonds to effectively diversify credit risk.
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April 29, 2022
An effective factor investing strategy should be both contextual, that is, able to take into account differences across business segments, and adaptable as markets change over time.
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April 28, 2022
Strong funded ratios and higher interest rates are prompting many corporate pension plan sponsors to shift assets to LDI strategies. Hear from our LDI experts, Oleg Gershkovich and Brett Cornwell, CFA, as they share their thoughts on why now is the right time to de-risk.
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April 27, 2022
January 1, 2022 marked a significant milestone in the transition from LIBOR to alternative reference rates.
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April 21, 2022
Knowing the stakes, the Fed is likely to keep surprises to a minimum.
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April 14, 2022
Despite our view that a U.S. economic contraction is avoidable in the near term, the outlook for equities has deteriorated since the beginning of the year and we think this sour spot is likely to last as monetary policy becomes tighter.
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