Macro views
Riders on the storm
Markets have powered higher, reversing all of the post-Liberation Day plunge, and lifted investor sentiment.
Macro views
Tariffs put companies and the Fed under pressure
Mega-cap tech derating, forward earnings, and risks are tracked by macro experts Jack Janasiewicz and Garrett Melson.
Macro views
Growth concerns blowin' in the wind
Cooling growth, stagflation potential, and the shift in investor focus from US to European equities is tracked by macro experts.
Fixed income
March Madness: Who is the champion of fixed income investing?
Which fixed income strategies are poised to outscore in today’s macro environment? Portfolio Consultant Mark Cintolo brackets it out.
Macro views
The shape and reshaping of the US economy
Challenges and tensions in achieving Treasury Secretary Bessent’s 3-3-3 plan are highlighted by our macro experts.
Macro views
Starting points matter
Macro experts highlight that while growth remains healthy, a combination of factors is expected to moderate growth and inflation.
Fixed income
It pays to be active in fixed income
Why active fixed income matters amid today’s macro landscape is explained by Portfolio Consultant Kevin McCullough, CFA®.
Portfolio construction
Small-cap equity and the case for active management
Why passive indexing may not be the best strategy for small-cap equity investing – and what to do about it.
Portfolio construction
Top 10 reasons to extend duration now
Portfolio consultants make the case for extending duration in fixed income portfolios based on the current market environment.
Portfolio construction
Investment portfolio trends 2023: Looking in the mirror
A review of more than 200 investment portfolios highlights the benefits of risk-on allocations as inflation fears ease and markets rebound.
Portfolio construction
Portfolio construction: Growth & cyclical stocks
Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.
Portfolio construction
Returns on cash may be lower than you think
While many investors are satisfied with current returns on money market funds and other short-term investments, this may not be the best strategy right now.
Fixed income
Fixed income framework: Cyclicality vs. inflation
Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.
Portfolio construction
From the consultants’ desk: Investment portfolio construction trends at midyear
US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.
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