Investment Management Insights & Research
Top Investment Management Insights
Revenue above expectations, pandemic federal aid and reserves have strengthened states’ financial outlook. But states will need to prepare as pandemic aid winds down and the economy slows.
Why time in the market remains better than timing the market.
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Michael Hunstad discusses the long- and short-term impacts of incorporating a quality factor into ESG portfolios.
Yield curve inversion increases as strong jobs report heightens Fed tightening expectations. Broad U.S. inflation is expected to decline some, but core inflation may rise.
Following losses across the market, we believe interest rate volatility likely will persist, especially with shorter term bonds.
Market & Investment Trends
Low Volatility Investing Strategies
Portfolio Strategies Insights
Climate risk may impact companies’ financial performance. By assessing the risk as part of their investment process, investors can identify vulnerable companies and the winners of tomorrow.
Investors tuning their portfolios to environmental, social and governance (ESG) values must ensure their investments take ESG seriously. We introduce a way to help separate the real ESG strategies from the posers.
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We are in a new era of extreme volatility that is leaving investors searching for new ways to achieve the same portfolio objectives.
We and other investors signed on for an initiative just a few years ago to encourage climate-friendly corporate policies. It already is making a difference.
Small-cap, dividend and value stocks among other equity styles can come with unwanted baggage, and results, if investors aren’t careful.
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