Exploring the likelihood that Fannie Mae and Freddie Mac will be privatized.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
In assessing tariffs’ potential economic impact, investors need to understand President Trump’s motivations and where compromise can be reached.
As the Trump administration rolls out new energy policies, the impacts on prices and production remain uncertain.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind for investors.
Daniel Siluk explains why diverging policy paths may create opportunities for globally minded bond investors to generate steady income and increase diversification within broader portfolios.
Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.
In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.
As shifting politics collides with economic realities, what might this mean for fixed income? Jim Cielinski focuses the telescope on prospects for the new year.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Capturing diversification, attractive yield, compelling relative value and high credit quality could help mitigate risks associated with market volatility and policy shifts.