Macro views
Whiplash, worries and white noise
Jack Janasiewicz, Garrett Melson and Brian Hess discuss potential rate cuts, slowing inflation and a cooling labor market.
Fixed income
It pays to be active in fixed income
Why active fixed income matters amid today’s macro landscape is explained by Portfolio Consultant Kevin McCullough, CFA®.
Portfolio construction
Small-cap equity and the case for active management
Why passive indexing may not be the best strategy for small-cap equity investing – and what to do about it.
Portfolio construction
Top 10 reasons to extend duration now
Portfolio consultants make the case for extending duration in fixed income portfolios based on the current market environment.
Portfolio construction
Stashed in cash? Fed rate cuts favor fixed income
Reasons why investors in CDs and money market funds should look to fixed income – as the Fed signals rate cuts.
Portfolio construction
Allocating to emerging markets? Consider these factors.
Investing in emerging markets offers opportunities in equity and fixed income, but there are important considerations to keep in mind.
Portfolio construction
Investment portfolio trends 2023: Looking in the mirror
A review of more than 200 investment portfolios highlights the benefits of risk-on allocations as inflation fears ease and markets rebound.
Fixed income
March madness: Top picks for fixed income investing
Which fixed income category is poised to outperform in 2024? Analysis is offered in this March madness bond bracketology.
Portfolio construction
Opportunity knocks in international stocks
While US stocks are getting all the glory, stocks in the MSCI World Index have also been providing attractive returns – and merit investors’ consideration.
Portfolio construction
Plan ahead for tighter spreads
As the yield difference across fixed income securities narrows, actively managed bond funds may offer advantages for bearish – and bullish – investors.
Portfolio construction
2024 Investment idea: Quality/growth
Using our proprietary Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth.
Portfolio construction
Portfolio construction: Growth & cyclical stocks
Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.
Portfolio construction
Returns on cash may be lower than you think
While many investors are satisfied with current returns on money market funds and other short-term investments, this may not be the best strategy right now.
Fixed income
Fixed income framework: Cyclicality vs. inflation
Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.
Portfolio construction
Traditional diversification is working again
Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.
Portfolio construction
Listen to our experts explain the framework
Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.
Portfolio construction
From the consultants’ desk: Investment portfolio construction trends at midyear
US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.
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