Commentary

Bringing the Private-Asset Dimension to Target-Date Glide Paths

Integrating private assets may enhance target-date glide paths, but know your exposures.

Commentary

Three Reasons Why It Pays to Be Active as a Muni Investor

In today’s era of automation, some situations demand a more active approach. Municipal bond investing is one.

Commentary

California Wildfires: Municipal Bond Investors Can Make a Difference

Impact investors can help devastated communities recover and build resilience.

Commentary

An Early Look at the Implications of Tariffs and a Trade War

After the trade war’s opening salvoes, tensions seem set to last for some time.

Commentary

In the Hunt for Income, It’s Wise to Broaden Your Horizons

The evolving high-yield markets make the case for a global, multi-sector approach to generating income.

Commentary

Finding Growth in US Stocks Beyond the Technology Sector

Technology stocks have been the poster child for growth in recent years. Other sectors deserve a closer look today.

Commentary

China Seeks Wiggle Room for Growth in Year of the Snake

China’s efforts to steer between domestic and international growth challenges in 2025 could be good for bond investors.

Commentary

Five Questions to Ask About Quality in Equity Portfolios

Quality has become a popular buzzword in equity investing. But what does it really mean?

Commentary

Capital Markets Outlook 1Q 2025: Mind the Gaps

In our view, active investors face opportunities to outperform created by looming policy changes and the macro landscape.

Commentary

How to Invest in Emerging Market Equities as New US Policies Bite

Not all companies in emerging markets will be hurt by President Trump’s agenda. Here’s what equity investors should look for.

Commentary

Municipal Outlook 2025: Battling Headwinds, Harnessing Tailwinds

Four strategies for navigating crosswinds in the municipal bond market.

Commentary

Multi-Asset 2025 Outlook: Expanding Horizons

As growth extends to more regions, we see expanding opportunities across countries and assets.

Commentary

Can European Stocks Overcome Fallout From “America First” Agenda?

European equity markets may look vulnerable to fallout from new US policies. But some companies offer investors reasons to cheer.

Commentary

Tariffs, Tempests, Turnarounds: What’s Next for Renewable Energy?

A look at how the renewable energy opportunity may and may not change.

Commentary

2025 Credit Outlook: On Firm Ground, Despite Shifting Political Sands

New policies could disrupt markets, but high starting yields and strong demand for income should provide ballast.