Latest Insights
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As interest rates rise, investors may look to floating-rate funds
Apr 26, 2023
The appeal of floating-rate loans usually peaks when interest rates are rising. But they may help diversify portfolios in any environment.
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Are correlations normalizing?
- Chart on the Go
The relationship between equities and Treasuries has started to return to historical norms.
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Here's why investors should get off the fixed-income sidelines
- Chart on the Go
Consider this insight as you realign client portfolios for fixed-income realities now.
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What advisors need to know about equity compensation plans
- Our Blog
Patrick Clunan, Senior Director, Advisor Consulting
Equity compensation awards have become available to more employees in the past couple years. How can advisors help their clients get the most out of them?
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Looking ahead with longer duration in bonds
- Chart on the Go
Edward Al-Hussainy, Senior Currency and Rates Analyst, Head of Emerging Market Fixed Income Research
Investors are watching for the end of rate hikes. Now may be a good time to revisit the income and total return potential of longer duration bonds.
Investor Newsletter
In This Issue:
- 2024 CEO Outlook: Risk, rates and the fight for market share.
- Obesity drugs: What are the costs for health care providers?
- Elections 2024: Focus on policy over politics.
- Chart on the go: Holding cash can have a cost.