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Market Outlooks
Weekly Investment Commentary: The importance of being earnings focused
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In the near term, we maintain our mantra that the best offense is a good defense when it comes to equity allocations.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall sharply on promising economic data
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U.S. Treasury yields fell across the curve to start the year.
Market Outlooks
Weekly Investment Commentary: Out with the old, in with the same old…for now
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We prefer a quality tilt in fixed income portfolios, given that the hawkish Fed continues to hike rates into a slowing economy, and the economic impact of these hikes may not be felt for 12 to 18 months.
Fixed Income Insights
US core fixed income: Better positioned going into 2023?
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Greg Wilensky, Head of U.S. Fixed Income, discusses his 2023 investment outlook, including the opportunities and risks he sees in U.S. core fixed income as we head into the new year.
Investing Ideas
The forecasters were right
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Just how good an indicator of future performance are earnings predictions? Portfolio Manager Aneet Chachra considers the historical value of forecasts, and questions whether investors can use them to help guide their investment decisions, as we look ahead to 2023.
Investing Ideas
The Fed and CLOs: Well aligned?
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Portfolio Managers John Kerschner, Nick Childs, and Jessica Shill discuss why they believe collateralized loan obligations (CLOs) might be well aligned with a hawkish Fed.