March 11, 2025
U.S. stocks falter, overseas stocks rally: start of a tectonic shift?
Last week's outperformance by non-U.S. stocks has many investors wondering if a new market trend has begun.
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Viewpoints
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The role of macro strategies across monetary policy regimes
As economic priorities evolve, central banks must carefully balance growth and inflation. Amid these transitions, macro hedge funds play a unique role in diversifying risk within investment portfolios. We take a closer look.
Opportunities in asset-backed securities
Against a backdrop of ongoing uncertainty and volatility, investors may find themselves drawn to asset-backed securities—an asset class that offers the potential for high stable income opportunities and capital protection.
Social Security Fairness Act: unpacking the new law’s impact on 3 million+ beneficiaries
A new federal law is raising questions from Social Security beneficiaries about the impact they may see and creating an opening for professional financial advisors to fill the information gap.
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March 14, 2025
Four catalysts for continued U.S. equity market strength
While tariffs and other geopolitical conflicts could continue to challenge U.S. equities, consumer strength is likely to remain a key market catalyst alongside AI growth, a potential housing market rebound, and continued earnings expansion.
February 24, 2025
The role of macro strategies across monetary policy regimes
As economic priorities evolve, central banks must carefully balance growth and inflation. Amid these transitions, macro hedge funds play a unique role in diversifying risk within investment portfolios. We take a closer look.
February 12, 2025
What is a bond ladder?
Bond ladders are a popular approach to constructing a fixed-income allocation but are they an optimal choice for today's market?
Portfolio construction
February 24, 2025
The role of macro strategies across monetary policy regimes
As economic priorities evolve, central banks must carefully balance growth and inflation. Amid these transitions, macro hedge funds play a unique role in diversifying risk within investment portfolios. We take a closer look.
December 12, 2024
Zeroing in on private credit: more than meets the eye?
Private credit has evolved from a mere financing appendage to more than a trillion-dollar asset class. What are the key drivers that altered the course of traditional lending? We trace the origins of this asset class to examine its role in portfolio construction.
December 10, 2024
Rolling returns: a better approach to evaluating investment performance?
Investment performance is often measured by calendar year returns. Learn how rolling return performance can offer a more accurate and insightful view.