Viewpoints about fixed income
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What is bond duration, and why does it matter now?
Rising rates are taking a toll on bond prices this year. Understanding bond duration is one way to find out how your portfolio may fare.
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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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What are closed-end funds?
Although closed-end funds were once a common feature of the investment landscape, most mutual fund investors overlook them today, despite the unique benefits that the products offer.
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Connecting the dots: Do FOMC projections suggest an inverted yield curve in 2018?
The Fed's plans for interest rate increases in 2018 could be a warning sign for U.S. stocks. See why.
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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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Emerging-market debt or equity? Exploring a tale of two markets
When it comes to emerging markets, are stocks or bonds the better buy? We take a closer look at the merits of these surprisingly different markets.
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Active engagement: how top ESG managers make a difference
Rather than merely excluding companies, today’s top ESG portfolio managers directly engage firms to combine financial returns with positive impact.
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Today's macro risks in emerging markets look relatively benign
The macro risks in today's global economy are mostly tied to developed economies. Here's why emerging markets look comparatively attractive.
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Time remains in this market cycle, but expect muted returns
The art of asset allocation resides in maintaining globally diversified exposure across capital markets—finessed by favorable relative calls on the margin. See where we’ve leaned in—and lightened up.
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