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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
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
Open lanes on a highway stretch toward the horizon between rows of trees.
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
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
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
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