Insights

Highlights from the week of April 5 – April 11, 2024

Cash has a place in portfolios, but bonds are a better choice for locking in yields, boosting return potential and providing diversification benefits.

The recent move higher in rates presents an attractive entry point for ratcheting up fixed income allocations, even as spreads have tightened.

Investment management, like the NBA, has evolved. Investors now embrace new strategies for better results, just as basketball shifted towards analytics.

With yields materially higher as a result of elevated rates, high-quality markets such as U.S. investment grade corporate bonds offer attractive income.

Harnessing the full potential of working women could drive faster GDP growth, alleviate wage pressures and address the labor supply challenge as the U.S. ages.

Stable value funds and money market funds are often compared in terms of their returns … but only one has had consistent performance over the long term.

Infrastructure project financing represents a compelling way for investors to access the significant growth potential of the global energy transition.

The remarkable growth of the Mag 7 stocks has captured the market’s attention, but investors may be overlooking the highest-growth companies.

With the increasing prevalence of unions, proactive analysis of labor cost trends can help identify potential risks and opportunities for generating alpha.