Latest Insights

Expert analysis of policy implications, historical market data and contested election scenarios

What role can the financial community play in advancing important societal issues? Three executives share insight on greater engagement and collaborating with other sectors.

The Loomis Sayles Municipal Bond Team provides an overview on the current municipal bond market and their outlook for the second half of the year.

Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.

Dave Goodsell dissects findings from the Global Survey of Financial Professionals for Wealth Management’s 2020 Midyear Review and Outlook edition.

Which mistakes do financial professionals think may be the costliest? Get insight from our recent global survey.

Results from the 2020 Global Survey of Financial Professionals reveal optimistic growth goals and the opportunity for professionals to recalibrate strategy and rethink business models.

Portfolio manager Christopher Sharpe reviews trends in target date investing, with a focus on hybrid funds that combine active and passive strategies.

What the proposed rule for ERISA plans could mean for ESG investment selection is discussed with employer-sponsored retirement plan expert Bradford Campbell.

The first ESG-driven target date mutual funds – designed to help plan participants invest for the future with purpose.

The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.

How direct indexing now provides investors with greater control and tax efficiency, and active tax management techniques, are examined.

How technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning, is explained.