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Featured Insights
Outlook
Mid-Year Global Equity Outlook: Diminishing U.S. Exceptionalism Leads to Non-U.S. Opportunities
2025 has been full of surprises all over the world, which makes our thoughts at the beginning of the year, including opportunities and risks outside of the U.S. compared to the U.S., relative value opportunities across the globe, and AI’s capital intensity, that much more relevant.
Outlook
Mid-Year Fixed Income Outlook: Uncertainty Yields Tight Credit Spreads
Our observations at the beginning of the year included several fixed income themes that investors have had to navigate, including the impact of politics on economics and markets, and balancing the search for yield against being fairly compensated for risk.
Markets & Economy
Investment Perspectives from the Road: The UAE
Our investment professionals travel the world to evaluate global markets and unearth the most optimal ideas. Josh Rubin recently visited the United Arab Emirates (UAE), and here are his perspectives.
Fixed Income
Investor Update: A Potential Reprieve for the Municipal Bond Tax Exemption
We provide an update on the developments surrounding the municipal bond tax exemption in a fast-moving environment.
Markets & Economy
FOMC Update: Fiscal Challenges Taking a Back Seat to Geopolitical Risks
Christian Hoffmann, CFA, Head of Fixed Income, shares his perspective on the Fed’s stance and the potential impact of monetary policy.
Markets & Economy
Fixed Income: Finding Income and Playing Defense Through Volatility
Position fixed income portfolios for yield and ballast through market turbulence and economic uncertainty.
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