Insights

Weak global growth for the year ahead appears almost certain. The outlook for capital markets is anything but.

Barring a deep, prolonged recession, we expect leveraged borrowers to successfully navigate the late cycle backdrop given relatively healthy fundamentals.

Soaring mortgage rates have massively reduced prepayment risk, creating one of the most compelling entry points for GNMA bonds in more than 20 years.

Looking ahead at the next decade of risks and returns in the markets

For all the gloomy talk about the economy in 2023, stabilizing interest rates could be a bright spot for investors. But with imbalances lurking in the shadows, 2023 could be the year for higher-quality bonds, select large- and small-cap stocks, and private-market investments.

In our view, combining an unconstrained strategy with high-quality, government-backed GNMA bonds is an effective way for advisors to protect client portfolios and take advantage of current yield opportunities.

Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation process for multi-asset portfolios and provide context for shorter-term forecasting.

Collective investment trusts (CITs) offer many benefits to defined contribution plan sponsors — and, ultimately, to plan participants — but misconceptions about them persist.

Consumer companies that are adept at turning mountains of customer data into actionable intelligence are boosting sales and gaining market share, creating opportunities for investors.

Target date funds (TDFs) have traditionally consisted of either actively or passively managed portfolios.