All viewpoints
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Infrastructure, taxes, and technicals: factors that support muni bonds now
Political change in Washington has given way to an avalanche of recovery funds for states, a much-needed infrastructure spending plan for the nation, and expectations for higher taxes. This amounts to welcome news for muni bond investors.
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Fed policy: what comes next?
A review of Federal Reserve policy objectives and some of the key financial data the Fed examines in making policy, and a view on where we stand now.
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Three-minute macro: what’s driving earnings?
The drivers of equity market performance so far this year look very different than last. We’re also mindful of a potential cooling in the housing market, while we expect major financial institutions to keep track of inequality issues going forward.
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A guide to active fixed-income ETFs
We believe the strong case for active management in bond portfolios and further innovation in fixed-income ETFs will continue to drive their growth.
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Why invest in real estate?
Real estate may offer a balanced blend of benefits to an existing investment portfolio, including potential income, capital appreciation, inflation protection, and diversification.
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Five tips to get the most out of visiting colleges
Visiting campuses can be one of the most exciting things about deciding where to go to college. Whether your excursions are in person or virtual, here are five tips to maximize your experience.
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Three-minute macro: real rates, real concerns
Real rates are on the rise, which may create problems for equity investors, while COVID-19 may exacerbate inequality issues.
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Glide paths within the glide path
Target-date glide paths go beyond the basic model of replacing equity with fixed income over time. Many other asset classes may be involved and each has its own path.
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ETF tax efficiency in focus amid tax season
ETF tax efficiency is important to investors. Few ETF capital gains distributions helped tax savings for 2020.
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What are SPACs? Just the facts
Investors are buying new special purpose acquisition companies (SPACs) at an astonishing rate, creating a mix of enthusiasm and caution. We explore what SPACs are, how they work, and what potential risks and benefits they offer.
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