Viewpoints about active management
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How low can they go? Weighing the outlook for credit spreads after tax reform
Corporate bond valuations are already tight. With companies poised to reap the benefits of tax reform, can credit spreads get even tighter? Take a closer look.
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Bond market turbulence: putting the recent volatility in context
Long-term yields are up sharply in recent days. We take a closer look at what’s been driving that volatility and what may be in store over the near term.
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Flexible is the new core: fixed-income investing for the next 30 years
With interest rates on the rise, investors may be in for a rude awakening when they discover how much risk they're taking in their core bond allocations. See why we believe a flexible approach is better suited to today's markets.
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Four reasons to consider small- and mid-cap international stocks
The small- and mid-cap segments of today’s international equity markets offer strong potential for investors seeking superior risk-adjusted returns as well as enhanced portfolio diversification.
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Trump policies may help certain tech stocks, hurt others
See which Trump policies on the agenda today may move tech stocks abruptly—up or down—depending on how, or if, those policies unfold.
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Finding value and quality in a valuation-rich global equity market
While profit margins remain strong, elevated stock valuations and rising corporate debt could be warning signs for global equities. In such an environment, the best opportunities lie in the intersection between quality and value.
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AI, big data, and other disruptors driving tech stock dispersion
AI, big data, and other disruptors drive extreme tech stock dispersion that can burn generalist investors. See why long/short tech investing is best left to career sector specialists.
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The long-term case for tech stocks remains robust
Tech stocks have enjoyed large gains, and the recent run-up has left investors questioning the sustainability of current valuations. See why our long-term case for tech remains intact.
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Falling correlations point to rising opportunities for active managers
Cross correlations of U.S. stocks have fallen sharply in recent months, which may signal a new phase of the bull market favoring active management.
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Why risk management grows more crucial as investors retire
As a portfolio transitions from the accumulation to the distribution phase, the magnitude and timing of market volatility matter much more. See why risk management becomes essential in retirement.
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