The Controller are people who care about autonomy and being in charge of making decisions. They're at their very best when they feel they're in the driver's seat.

Markets are being tested on several fronts at once. But the important question is how these shocks travel—through inflation, monetary policy, funding conditions, or issuer fundamentals. That’s where resilience begins to diverge.

Now let’s talk about the Team type. These are people who care deeply about connection, alignment, and belonging.

People think that persuasion and influence are about changing someone's beliefs, but they're not.

Jim Lydotes covers: 1) how health care is stabilizing, 2) why used cars could be an inflation indicator, and 3) why AI spending could crowd out hiring.

For a time, simply being exposed to AI drove returns. That phase is over.

Securitized credit is a popular, if complex, fixed income allocation. Here’s where to begin.

The securitized credit market has evolved, through economic cycles and crises, into a popular fixed income allocation. However, its breadth, relative youth, and perceived complexities can be challenging for new investors, causing them to miss out on the asset class’s opportunities. Here’s what you need to know.

Over the last 35-plus years, convertibles have produced equity-like performance but with lower volatility.

The first phase of the AI trade rewarded broad calls: “Buy power!” “Sell software!” The next phase will require much more discrimination across business models, capital structures, and industries.