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Gradually, then Suddenly: Policy Proposals and the Deficit

In part three of our series, we review major policy plans and budget deficit challenges posed by the US presidential candidates.

Look at Duration During Fed Rate Cutting Cycles

Find out why duration matters in the face of declining interest rates.

What Goes Up, Must Come Down: Mean Reversion in Commodities

Explore how a commodity portfolio can be built to emphasize diversification and rebalancing.

Dispelling Three Election Cycle Myths That Can Undermine Investment Success

Here we dispel three common myths about elections and investments, demonstrating why we think sticking to a long-term investment plan might be a better path to success than trying to predict political cycles.

Two in the Bush: Still Time to Lock in Long-Term Rates

Despite the allure of higher short-term rates in hand now, here’s why we think it makes sense to take on duration to limit reinvestment risk later.

Gradually, then Suddenly: Financing the Nation’s Growing Debt

In part two of our series, let’s examine Treasury market supply and demand.

Gradually, then Suddenly: US Debt and Deficits

Ongoing budget deficits linger amid the post-COVID economic recovery. In part one of our series, let’s look at fiscal policy and Treasury debt.

Parametric Responsible Investing

The right mix of portfolio construction and active ownership can help responsible investors filter out the noise around ESG and tune in on what matters.

Midyear Fixed Income Outlook: Solid but Slowing, a Favorable Environment for Fixed Income

Economic resilience and the year-to-date increase in yields may simply prolong and enhance what we see as an attractive opportunity in fixed income.

Midyear Commodity Outlook: Are Higher Rates Masking Tight Inventories?

Learn why the level of inventories can have a big impact on commodity prices, and relatively low inventories can lead to higher volatility across commodity markets.

Can Tight Spreads Still Deliver Excess Returns?

Here’s why we believe that even at current tight spread levels, investing in corporate bond ladders may continue to offer a total return advantage over time in most economic environments.

What Is Impact Investing?

Impact investing may be the key to generating measurable social or environmental benefits while also fueling healthy financial return.

2024 Responsible Investing Outlook: Moving Climate and Diversity Efforts Forward Against the ESG Backlash

After two years of public debate and political backlash against ESG, what’s next for responsible investors in 2024?

2024 Commodity Outlook: Peak Rates and Inflation Give Way to a Sustainable Future

Read why we think commodities belong in a well-diversified portfolio, even after interest rates and inflation have peaked.

2024 Fixed Income Outlook: A Happy New Year for Bonds

Delayed market trends have investors wondering what will happen in 2024. Read why we think bond investors could have a happy new year.

Stocks, Bonds, Cash, Commodities: Rethinking the Typical Core Portfolio

Many investors don’t think much about including commodities in their portfolio. Read why it can be an important tool for resiliency and diversification.

Bonds Are Back: What Are You Waiting For?

With interest rates rising to attractive levels, we believe it’s time to take advantage of a potentially overlooked opportunity. Find out why.

Responsible Investing: What’s the Difference Between Screens and Integration?

The two key ways to incorporate ESG characteristics into a portfolio have important differences in both implementation and outcomes. Find out how these approaches can affect both performance and real-world impacts.