Why we believe investors should actively consider short-duration fixed income.
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.
Indexed annuities may help investors approaching retirement balance risk management, income generation, and long-term sustainability.
How asset-backed finance can offer a differentiated return stream within a balanced private credit allocation.
Exploring the similarities and key differences between BBB CLOs, high yield, and leveraged loans.
As conflict in the Middle East has repriced markets, we look at the sectors and themes that are driving our asset allocation and security selection.
Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Richard Bernstein explains why it may prove prudent not to follow the risk-taking herd.
Portfolio Portrait is designed to help financial professionals cut through market complexity, highlighting key trends and behaviors to support more informed portfolio decisions.
How investors are thinking about AI in terms of financial guidance, advisor use, and as a long-term investment theme.
A deep dive into the current state of AI, including the latest advancements, its potential to propel economic growth, and the rise of agentic AI.