Insights

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Silver Linings Playbook: Opportunities after Bond Market Rout

June 22, 2022

Now that yields have reset higher, bonds are positioned to protect portfolios while delivering higher income.

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Revisiting the Case for Senior Loans Amid Market Turmoil

June 16, 2022

Floating-rate income and the secured nature of senior loans may provide a valuable defense against both rising rates and higher default risk for investors able to stomach short-term volatility.

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Stability Over Cyclicals in Value’s Next Inning

May 27, 2022

The prospect of rising real interest rates favors value versus growth stocks, while moderating economic growth and persistent inflation favor inexpensive stability value names over well-priced cyclicals.

Markets Confront Return of Volatility

September 28, 2020

Market sentiment is looking ahead to the end of the COVID-19 pandemic, probably in the first half of 2021, when an effective vaccine is widely distributed. An end date on the horizon is certainly a good thing for stocks.

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