Featured Insights

These are challenging times, and staying informed about market developments isn’t easy. Whether it’s seeking to protect your portfolio or seizing new investment opportunities, we want to help. Visit us here often for updates and insights.

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ESG Amplified

The COVID-19 pandemic has amplified the investment materiality of environmental, social and governance (ESG) factors. In particular, the COVID-19 crisis has shined a spotlight on companies’ social response—the ‘S’ in ESG—toward employees, customers, suppliers and society at large. In our view, companies that manage ESG risks well will be better equipped and more resilient in managing through the current environment and to survive future challenges.

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Latest Insights

June 22, 2020

A Stress Test for Your Core Bond Allocation

In our view, a strong core allocation is one that can provide income, stability and diversification against equity risk throughout the market cycle.

June 18, 2020

Don't Blink

The COVID-19 pandemic, much like the global financial crisis, is a catalyst for change. If the global financial crisis created a “new normal”, the coronavirus outbreak has ushered in a time of rapid change. Welcome to the Great Acceleration.

June 03, 2020

Dividends, Disrupted

When interest rates are low, investors often turn to equities to generate portfolio income. That makes sense. But in today’s challenging environment, simply reaching for the highest-yielding stocks may not be the right approach.

May 21, 2020

Damage Control: Lessons From My Time in the US Navy

Those of us who have been through turbulent times may have learned a few things to help ourselves and our clients manage a crisis. However, it’s certainly been a while since we’ve had to execute our “Damage Control Plan” (to borrow a term from the US Navy). What can you do today to make the situation more bearable for your clients?

July 02, 2020

Inflation: Is It Coming Back?

Even before the economic shock caused by the coronavirus, advanced economies for years had struggled to generate inflation. Might inflation be due for a comeback?

April 23, 2020

US States and Bankruptcy: What You Need To Know

The COVID-19 pandemic has left states and local governments facing revenue shortfalls, and leaders will have to make some tough decisions. But in our view, whether states declare bankruptcy won’t be one of them. We believe that this option is off the table.