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Income Investors: Don’t Stretch for Equity Yield

In a higher-yield world, multi-asset income investors should consider a core-like equity allocation.

27 August 2025
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Value Investing in Volatile Times: Strategies for a Shifting Landscape

Finding attractively valued stocks that can overcome evolving conditions requires a new mindset.

Cem Inal, Chance Hardy | 26 August 2025
Governance Matters: Don’t Overlook Board Oversight

Director elections can be a powerful tool for investors to weigh in on ineffective boards.

Bob Herr, Cem Inal | 25 August 2025
AI: Leveling the Divide Between Discretionary and Systematic Investing
AI: Leveling the Divide Between Discretionary and Systematic Investing

Large language models can broaden the reach and extend the nuance and depth of equity investing.

Andrew Chin | 22 August 2025
The Magnificent Seven: No Longer a Monolith
The Magnificent Seven: No Longer a Monolith

As their share price patterns diverge, selectivity among the US mega-caps is paramount.

Walt Czaicki, Robert Milano, David Wong | 19 August 2025
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Solvency II: Opening New Securitization Lanes for Insurers

Revamped insurance regulations could bring securitized investments back into play.

Deanna Leighton, Gerry Anderson | 18 August 2025
Lion yawning
High Yield: When Boring Is Better

Elevated yields and conservative balance sheets are helping high yield stay resilient amid trade uncertainty.

Gershon Distenfeld, Will Smith | 15 August 2025
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Why US Dollar-Based Bond Investors Should Look to Europe

As investors reevaluate their allocations to US assets, we think they should consider euro-denominated bonds.

John Taylor, Souheir Asba, Monika Carlson | 13 August 2025
Relative-Value Macro Strategies: Finding Friends Outside the Trend
Relative-Value Macro: Finding Friends Outside the Trend

Trend-following may struggle in range-bound markets, but it’s not the only macro approach.

Vikas Kapoor, Sharat Kotikalpudi | 01 August 2025
Will the Fed Stay in the Monetary Policy Driver’s Seat?

Efforts to reduce the central bank’s autonomy would likely disrupt markets.

Eric Winograd | 31 July 2025
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Healthcare Pipelines and Paychecks: A Formula for Assessing Executive Pay

Our research suggests that firms with sound executive pay practices yield healthier returns.

Bob Herr, Ryan Oden | 28 July 2025
A Weaker Dollar? It May Be Time to Get Used to It

Policy shifts may create an incentive to diversify.

Eric Winograd | 23 July 2025
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Redefining Dividend Dynamics for Equity Income Investors

Income-seeking equity investors don’t need to sacrifice growth to capture the power of dividends.

George Ullstein | 22 July 2025