All viewpoints
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Do high-conviction active strategies perform better?
When looking for outperforming managers, it’s generally helpful to look for active strategies with above-average active share and below-average turnover.
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U.S. interest-rate cut: the Fed’s got 99 problems, but the consumer ain’t one
The U.S. Federal Reserve's latest interest rate cut shines a light on just how many potential pitfalls the central bank has to navigate. We take a closer look at the biggest risks to growth.
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What is inflation and why does it matter to investors?
Inflation is the rise in prices of products and services that people use every day. When the cost of basic items goes up, individuals simply can’t buy as much as they could before. Here’s what you need to know about this closely watched economic indicator.
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A multifactor ETF investing approach for mid-cap stocks
A multifactor investing approach in an ETF structure may make sense for mid-cap stocks due to their unique characteristics, opportunities, and challenges.
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The growth in covenant-light loans: Why history likely won't repeat itself in the next credit cycle
The number of cov-lite loans has grown significantly since the global financial crisis. But the evolving market doesn’t necessarily mean investors have less to worry about in the next downturn. We break down the implications.
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Healthcare investing: economic implications of scientific advancement
What does greater longevity mean for healthcare investing and quality of life? Explore answers to these and other questions about the real meaning of prosperity.
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4 things to know about municipal bonds and muni bond funds
Federal tax changes have sparked new interest in municipal bonds and muni bond mutual funds. We explore the key things to know about munis and their potential tax advantages.
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5 asset classes that remain resilient to the trade war—5 that don’t
Global trade wars have moved markets throughout history. We take a look at 5 asset classes that remain resilient to the current trade war—and 5 that don’t.
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Amid rising volatility, emerging opportunities
The enduring strength of the U.S. consumer is a bright spot in a weakened global economy. We explore the importance of consumer spending amid recent market volatility.
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Are low-volatility strategies just value investing in disguise?
Low-volatility ETFs are not the same thing as value investing.
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