Insights

For all the gloomy talk about the economy in 2023, stabilizing interest rates could be a bright spot for investors. But with imbalances lurking in the shadows, 2023 could be the year for higher-quality bonds, select large- and small-cap stocks, and private-market investments.

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 shorter-term forecasting.

Consumer companies that are adept at turning mountains of customer data into actionable intelligence are boosting sales and gaining market share, creating opportunities for investors.

The outlook for stocks and bonds given the expected paths of economic growth and interest rates.

Jim and Laura dive into processes and tools, including our proprietary V-score

Do ESG critics have a point? raises issues such as ESG’s recent underperformance (and the problem with generalizing issues about ESG)

Learn the difference between divesting “bad ESG” companies vs. including and engaging companies to find those likely to be voted “Most Improved in ESG."

How are E, S and G evolving? takes a look at critical changes in how investors assess each component of environment, social and governance factors.

Securitized credit isn’t complicated. It’s an investment involving predictable consumer behaviors that have fueled economic growth for generations.

Strong funded ratios and higher interest rates are prompting many corporate pension plan sponsors to shift assets to LDI strategies. Hear from our LDI experts, Oleg Gershkovich and Brett Cornwell, CFA, as they share their thoughts on why now is the right time to de-risk.