Be More Agile: A Flexible Approach to Equity Investing

Investors want reliable returns and, with bond yields near all-time lows, equities are an obvious choice. But investors are also wary of the risks. We believe that a flexible portfolio that adapts to current market conditions can deliver a better risk-reward trade-off.

For Defined Contribution, Institutions, Private Clients

A High-Yield Opportunity Not to Be Missed

The euro high-yield market may already have come of age, but it keeps on improving with time. There are challenges ahead, but our research points to several areas where investors can add value. With careful security selection, this market remains a key investment opportunity.

For Financial Advisors, Institutions

Making Inflation Work for You

The Investing Benefits of Diversified Real Assets

The Investing Benefits of Diversified Real Assets

For Institutions, Americas

Taking the Sting out of the Tail: Hedging Against Extreme Events

Investors are still smarting from losses that—according to widely held statistical assumptions—should have been almost impossible. And they want protection against a repeat of such shocks in the future. We believe that the right tail-risk hedging strategy can offer a solution.

For Institutions

MissionPossible Fall 2013

How much can your portfolio earn? How much can you afford to spend? If your organization’s funding has recently increased or decreased, how will your spending policy and investment policy affect its long-term financial strength? The latest issue of MissionPossible suggests some answers.

For Endowments, Private Client - US

My, What Big Teeth You Have!: Reducing This Year’s Tax Bite

Our latest white paper on taxes, with suggestions on how you might reduce your tax burden this year. With income-tax rates substantially higher in 2013, tax-management strategies are more valuable.

For Private Client - US