Perspectives

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Will tobacco bonds go up in smoke?

Our Blog Mar 06, 2017 Chad Farrington, CFA, Head of Municipal Bond Credit Research and Senior Portfolio Manager

Tobacco bond yields can be addictive, but price volatility and default risk could make you ill.

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Tactical asset allocation update

Our Blog Mar 05, 2017 Jeffrey L. Knight, Global Head of Investment Solutions and Co-Head of Global Asset Allocation

Investment tools all agree — the current environment is good for stocks, but not so good for bonds.

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Liquidity. It’s actually a big deal.

Our Blog Mar 02, 2017 Colin J. Lundgren, Head of U.S. Fixed Income

Sometimes being able to sell is as important as being able to buy. To minimize disruption, fund managers need to have a solid program in place to ensure that they have enough liquidity.

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UPDATE: 5-year capital market assumptions

Our Blog Feb 27, 2017 Jeffrey L. Knight, Global Head of Investment Solutions and Co-Head of Global Asset Allocation

Maintaining long-term forecasts for major asset classes provides helpful context for responding to short-term swings in markets.

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The path to growth through infrastructure

Our Blog Feb 21, 2017 Colin Moore, Global Chief Investment Officer

There’s no debate: the world needs better infrastructure. And that represents a rare global growth opportunity in today’s polarized world.

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