All viewpoints
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Five things you may not know about 529 plans
529 education plans are 25 years old. Do you know about their many benefits?
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Portfolio Intelligence podcast: what P/E ratios are saying about stocks
Our strategists discuss current stock valuations and why overall market price-to-earnings (P/E) ratios have been steady due to strong earnings growth.
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What are CBDCs—central bank digital currencies?
Many of the world's central banks are developing central bank digital currencies (CBDCs). Here's what you need to know about these new types of regulated, government-issued electronic money.
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Untangling intangibles
A look at intangible assets and the debate over how they may affect factor investing and expected stock returns.
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Portfolio Intelligence podcast: investing in the environmental megatrend
Global environmental change is one of the strongest factors driving interest in sustainable investing.
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The road to net zero: Three-minute macro
COP26 has us thinking about the massive expense – but also the potentially larger economic benefits – of the transition to a green economy over the coming decades. Also at the top of our minds is the continuing woes in global supply chains, while we’re also thinking that the Fed may have to change its tone (and its stance) in the coming months.
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Inflation: what’s next, and how to position portfolios
Many investors are wondering if inflation is here to stay, and how a sharply rising Consumer Price Index (CPI) may impact performance across asset classes.
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Portfolio Intelligence podcast: is inflation here to stay?
The inflation rate has been running hot lately as supply chain delays and shortages are affecting the Consumer Price Index (CPI).
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No home field advantage: why a local currency EMD allocation may not reduce portfolio risk
Local currency emerging-market debt has grown in popularity over the past decade. But does the segment offer the kind of downside protection and diversification benefits many investors are seeking? We take a closer look.
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What is a diversified portfolio?
Portfolio diversification involves spreading investments across multiple asset classes with the goal to reduce a portfolio's overall level of risk and give investors access to differentiated returns.
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