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Fixed Income Insights
Weekly Fixed Income Commentary: Banking uncertainty weighs heavily on bond markets
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U.S. Treasury yields continued to fall steeply amid heightened economic and financial uncertainty.
Fixed Income Insights
Jackson®: Power Planning: The Multi-Generational Benefits of Trust-Owned Annuities
Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the everpresent sting of taxes and expenses in trust–owned portfolios. Did you know that trusts can benefit from the same features that individuals find in annuities? Namely, tax deferral,* income control, and diversified investment options. On the next few pages, we’re going to walk through three phases of trust planning (accumulation, distribution, and post-death planning) and show the many ways that a trust-owned annuity can be a powerful planning tool.
Market Outlooks
Whitepaper: How pension plans can clear a higher hurdle
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Pension plans likely will need to find less conventional ways to boost returns in the coming years
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall on a flight-to-quality rally
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U.S. Treasury yields fell sharply after Silicon Valley Bank surprisingly failed on Friday.
Market Outlooks
Weekly Investment Commentary: A blast from the past
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Higher-for-longer interest rates are an important factor in portfolio construction.
Market Outlooks
Global Weekly Commentary: Earnings expectations look too high
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Stocks are starting to reflect the economic damage of rate hikes.
Market Outlooks
Treading carefully: A balancing act in 2023
Curated content for RIAs.
The Portfolio Construction and Strategy (PCS) Team introduce the latest Trends and Opportunities report, which outlines key themes for the next stage of this market cycle and their nuanced implications across global asset classes.