Latest Insights
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Resilient U.S. consumers boost structured assets
- Videos
Jason Callan, Senior Portfolio Manager, Head of Core and Core Plus, Co-Head of Structured Assets
Ryan Osborn, CFA, Senior Portfolio Manager, Co-head of Structured Assets
As interest rates rose, U.S. consumers remained resilient due to robust balance sheets, but will this last? While cracks are beginning to appear, we see potential opportunities within structured assets in agency and non‐agency MBS.
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Balancing the opportunities and risks in asset allocation
- Chart on the Go
How should investors think about positioning portfolios as markets change?
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Elections 2024: Focus on policy over politics
- Our Blog
Elizabeth Varley, Senior Vice President, Federal Government Affairs Office
The prospect of a contentious election year might concern investors, but what really matters to markets is policy, not politics. Here are issues investors should follow as the election year unfolds.
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For equity income, find strong balance sheets
- Videos
Michael Barclay, CFA, Senior Portfolio Manager
How does a high-rate environment affect dividend investing? Senior Portfolio Manager Mike Barclay explains how dividend-paying stocks may be affected by a higher interest rate environment and identifies areas of opportunity.
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It’s time to change the way we look at diversification: 2024 asset allocation outlook
- Our Blog
Joshua Kutin, Head of Asset Allocation, North America
Correlation between stocks and bonds remains elevated, creating challenges for multi-asset investors.
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.