US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
As the yield difference across fixed income securities narrows, actively managed bond funds may offer advantages for bearish – and bullish – investors.
How E&Fs led in performance, why private debt interest soared, and other institutional portfolio trends are detailed.
Using our proprietary Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth.
Model portfolio manager offers insights on asset allocation, portfolio structure and strategy selection – the three fundamentals of portfolio construction.
Portfolio consultant compares investments in securitized assets with those in corporate and Treasury securities.
A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.
Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.
Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.
Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.
Valuations, positive momentum, technical support and a likely soft landing are converging to favor small company stocks over the next few months.
Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.
Three scenarios for where the yield curve may be at year-end 2024 and the advantages of adding duration to fixed income portfolios today is analyzed.
Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.
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.
Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.
Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.
Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.
Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.
Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.
As rising rates and inflation lead to fears of recession, there are steps investors can take to make fixed income holdings more resilient within their bond portfolios.
As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.
US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.
With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?
Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.
Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.