Public REITs and private real estate are two seemingly different universes that converge after adjusting for timing.
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.
The case for adding intermediate-duration bonds back to fixed income portfolios.
The Portfolio Construction and Strategy team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.”
The Portfolio Construction and Strategy Team offers therapy for recent market shocks by offering long-term perspective and potential solutions.
In a unique recovery environment, sector and style decisions should not be based on a traditional recovery playbook.
Ex-U.S. equities may offer diversification benefits and higher dividends, but active management is warranted to avoid value traps.
Where we see opportunities in mortgage-backed securities, and how active management can help increase yield and mitigate risk.
The flexibility and diversification of multi-sector bond strategies can help fixed income investors manage risk as market volatility evolves.
The traditional 60% stock/40% bond allocation suffered deep losses during the first half of 2022, but that doesn’t mean it’s time to give up on a diversified portfolio.
Exploring some of the unintended risks that can arise when sustainability drives asset allocation rather than being an implementation decision.
How balanced funds can help investors navigate both equity and fixed income market volatility amid inflation and growth fears.