November 12, 2025
Europe's macro revival and what it means for investors
With Europe in the early stages of a macroeconomic revival, we explore what's driving this shift, how sustainable it might be, and its implications for investors.
Viewpoints
More insight and analysis
Asset allocation views: evolving global growth and regional dynamics
Recent shifts in global policy and varied economic growth across regions are prompting a fresh look at asset allocation. As these factors uncover a broader set of opportunities globally, we look at the highlights of our latest asset allocation outlook.
Celebrating 100 episodes with John Bryson
Listen to the landmark 100th episode as podcast host John P. Bryson takes the guest seat. In conversation with Justin Clarke, John reflects on the podcast’s journey, its impact, and his key learnings.
5 myths about 529 education savings accounts
Although 529 education savings accounts have been around for nearly three decades, many parents saving for college or other education needs don’t understand a lot about them. Explore some of the more common myths.
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Interest rates
November 20, 2025
Portfolio Intelligence podcast | Taking stock: mixed economic signals, Fed expectations
Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share their views on the economy, their rate-cut outlook, and portfolio positioning in today’s environment.
November 18, 2025
Looking beyond the label: evaluating core and core-plus fixed income
Core and core-plus fixed-income strategies are foundational to a multi-asset portfolio, but they’re far from uniform. Learn what questions investors should ask to ensure they know what they own.
November 11, 2025
Asset allocation views: evolving global growth and regional dynamics
Recent shifts in global policy and varied economic growth across regions are prompting a fresh look at asset allocation. As these factors uncover a broader set of opportunities globally, we look at the highlights of our latest asset allocation outlook.
Portfolio construction
November 18, 2025
Looking beyond the label: evaluating core and core-plus fixed income
Core and core-plus fixed-income strategies are foundational to a multi-asset portfolio, but they’re far from uniform. Learn what questions investors should ask to ensure they know what they own.
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October 8, 2025
Three reasons CITs are gaining in popularity
Defined contribution plan assets in collective investment trusts (CITs) surpassed mutual funds in 2024. Learn three reasons why CITs are gaining popularity.
September 25, 2025
Tax-loss harvesting in bear and bull markets
Although bear markets present more tax-loss harvesting opportunities than bull markets, there are still ways to try to reduce taxable exposure even if there hasn't been a recent market drawdown. We explore options for investors with taxable accounts.