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Market Outlooks
The value of small caps for the road ahead
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Portfolio Managers Justin Tugman and Craig Kempler explain how the current state of small caps and a defensive value approach complement the market environment they expect in the coming years.
Investing Ideas
Do fund flows affect market prices?
Curated content for RIAs.
Is there a statistical relationship between fund flows and market price moves? Portfolio Manager Aneet Chachra evaluates and quantifies the linkage between equity fund flows and simultaneous price moves in the S&P 500® Index.
Market Outlooks
Productivity: The antidote to an inflationary era
Curated content for RIAs.
Head of Global Asset Allocation Ashwin Alankar explains how adopting productivity-enhancing innovations can help corporations defend margins and earnings in an era of higher inflation.
Market Outlooks
The Fed hikes once more
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Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall, awaiting a last Fed hike
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U.S. Treasury yields fell amid mixed U.S. economic data ahead of this week’s U.S. Federal Reserve meeting.
Market Outlooks
Weekly Investment Commentary: Opportunities for when the Fed’s recession knocks
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This anticipated environment of interest rate stability could (we hope and expect) create attractive opportunities in the taxable fixed income arena. In particular, we favor spread sectors that offer compelling yields that should avoid excessive spread widening — even during the mild recession we anticipate will occur later in 2023.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields continue their climb higher
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U.S. Treasury yields rose again on stronger economic data in the U.S. In addition, inflation in the UK also surprised substantially to the upside, pushing global developed market bond yields higher.