Investment Insights

The Federal building

US debt-ceiling debate is putting a kink in the Treasury curve

March 9, 2023

Political brinksmanship over the debt limit is poised to push the Treasury to the edge.

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Small cap tech: Digging through the wreckage of 2022 for future leaders

February 17, 2023

Are semiconductor stocks diamonds in the rough?

Wall Street buildings

US leveraged credit in 2023: Historically attractive yields should outweigh growing concerns

January 26, 2023

Barring a deep, prolonged recession, we expect leveraged borrowers to successfully navigate the late cycle backdrop given relatively healthy fundamentals.


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Capital Market Assumptions 2023

November 23, 2022

Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation process for multi-asset portfolios and provide context for shor

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