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Keeping Cool in Volatile Markets
The Upside of Defensive Equity Strategies

Equity portfolios that seek to reduce losses in downturns can help investors stay in the market through bouts of volatility.

Kent Hargis | 02 September 2025
A multi-colored dot plot chart representative of the varying yields across multiple investment asset classes.
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
 A green and orange landscape of rolling hills appears to move under the wisps of cloud in the sky, against the backdrop of a tall mountain in the distance.
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
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
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
Viewed from a passenger seat, an airplane window reveals an aerial view of Paris including the famous Eiffel Tower.
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
A vehicle’s gauges are illuminated, providing the driver with feedback on progress.
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
Close up of a vital signs monitor at a patient’s bedside.
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
Purple overhead LED lights illuminate rows of cultivated lettuces in a modern produce greenhouse.
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
Capital Markets Outlook 3Q 2025: Red Light, Green Light…Yellow Light?
Capital Markets Outlook 3Q 2025: Red Light, Green Light…Yellow Light?

Despite the stop-and-go of policies and sentiment, the macro picture and markets have been resilient.

18 July 2025
Five Great Themes for Long-Term Equity Investors
Five Great Themes for Long-Term Equity Investors

From AI to the energy transition, equity investors can find exciting opportunities that transcend headline noise.

Nelson Yu | 17 July 2025