Insights

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Video
March 15 2024
Fixed Income .
Video

2 minute watch

To worry or not to worry
March 15 2024

Investors should think constructively about the “Maturity Wall.”

March 7 2024
Equity .
Video

2 minute watch

Taking it slow
March 7 2024

The Fed is in no rush to cut rates.

March 7 2024
Fixed Income .
Video

1 minute watch

Bring the buyer back
March 7 2024

The expectation of rate cuts makes corporate bonds an attractive opportunity.

February 29 2024
Equity .
Video

1 minute watch

Coming up for air
March 1 2024

The end of rolling recessions bodes well for risk assets.

February 29 2024
Fixed Income .
Video

2 minute watch

Data dependent
February 29 2024

The Fed will look closely at inflation numbers before making any cuts.

February 23 2024
Fixed Income .
Video

1 minute watch

In the driver’s seat
February 23 2024

Income and duration lead total return potential.

January 23 2024
Fixed Income .
Video

2 minute watch

Enter here
January 23 2024

Widening spreads could provide a step back into high yield.

January 19 2024
2024 Outlook .
Video

60 minute watch

Get your popcorn ready


January 19 2024

The presidential election, geopolitical risks and Fed moves are things to watch in 2024.

January 18 2024
Fixed Income .
Video

2 minute watch

Caution signs
January 19 2024

A weaker economy and earnings may impact the high-yield market.

January 18 2024
Monetary Policy .
Video

2 minute watch

Focused on the Fed
January 19 2024

 Investors and markets differ in their expectations for rate cuts.

January 11 2024
Fixed Income .
Video

1 minute watch

Defying expectations
January 11 2024

 The high-yield market saw a strong 2023.

December 21 2023
Fixed Income .
Video

2 minute watch

Hit the gas
December 21 2023

Despite the UAW strike, auto ABS remain strong.

December 19 2023
Equity .
Video

3 minute watch

Bang for your buck
December 19 2023

Consumer spending may be value based in 2024.

December 15 2023
Equity .
Video

1 minute watch

Unwrapped and in demand
December 15 2023

 Experiences are trumping big-ticket items this holiday season.

December 11 2023
International/Global .
Video

3 minute watch

Convergence
December 11 2023

European equities are priced for pessimism; U.S. equities are not.

December 8 2023
Fixed Income .
Video

2 minute watch

Short and sweet
December 8 2023

 A decline in rates could boost the short end of the yield curve.

December 7 2023
Equity .
Video

3 minute watch

Climbing the wall of worry
December 7 2023

Investors must consider timing when evaluating opportunities abroad.

December 4 2023
Equity .
Video

3 minute watch

A step in the right direction
December 5 2023

The Fed is seeing the results it hoped for.

December 1 2023
Fixed Income .
Video

2 minute watch

Credit crunch
December 1 2023

 Opportunities remain to invest in credit card ABS.

November 29 2023
Equity .
Video

2 minute watch

Prepare for a choppy year
November 29 2023

The 2024 presidential election could trigger an end-of-year rally.

October 24 2023
Equity .
Video

2 minute watch

Behind the scenes
October 24 2023

 Dividends are working, even when out of favor.

October 18 2023
Equity .
Video

4 minute watch

Ebbs and flows
October 18 2023

Dividend performance follows a natural rotation.

October 6 2023
Equity .
Video

2 minute watch

Opportunities abroad
October 6 2023

International dividend payers have come through a lost decade.

October 4 2023
Fixed Income .
Video

2 minute watch

Supply versus demand
October 4 2023

More housing should increase affordability.

September 28 2023
Equity .
Video

2 minute watch

Oversold and undervalued
September 28 2023

Investors may want to take a fresh look at the dividend investing space.

September 27 2023
Fixed Income .
Video

1 minute watch

Finding new value
September 27 2023

Mortgage-backed securities may become more attractive relative to credit.

September 22 2023
Fixed Income .
Video

3 minute watch

From buyer to seller
September 22 2023

As the Fed continues quantitative tightening, spreads widen.

July 25 2023
Equity .
Video

2 minute watch

Halfway there
July 25 2023

 The U.S. is likely already feeling the predicted “rocky landing.”

July 20 2023
Fixed Income .
Video

3 minute watch

The path to 2%
July 20 2023

High inflation hurts everyone.

July 13 2023
Equity .
Video

2 minute watch

Eyes peeled
July 13 2023

Investors should watch corporate earnings.

July 11 2023
Inflation .
Video

2 minute watch

History as a guide
July 7 2023

A mild recession may be inevitable.

July 7 2023
Equity .
Video

2 minute watch

Still standing
July 7 2023

The consumer is between tough headwinds and promising tailwinds.

May 31 2023
Liquidity .
Video

3 minute watch

Seeking relative safety
May 31 2023

Regional bank collapses fueled inflows to money market funds.

May 30 2023
International/Global .
Video

1 minute watch

Opportunities in innovation
May 30 2023

Emerging markets may show long-term opportunity for investors.

May 24 2023
International/Global .
Video

1 minute watch

Surprising the upside
May 23 2023

Europe may have the momentum, valuation and growth to continue to outperform.

May 22 2023
Monetary Policy .
Video

1 minute watch

Don't fight the Fed
May 19 2023

While the markets seem to expect the Fed to reverse course, rates may stay higher for longer.

May 19 2023
International/Global .
Video

1 minute watch

On the line
May 18 2023

Is the dollar's reserve currency status in danger?

May 15 2023
Liquidity .
Video

3 minute watch

History repeats itself
May 11 2023

Expect a few diversions before reaching a debt-ceiling resolution.

May 2 2023
Fixed Income .
Video

1 minute watch

Back in business
May 2 2023

Munis may see heightened demand this year.

April 28 2023
Fixed Income .
Video

1 minute watch

Choppy waters
April 25 2023

Bond markets are caught in a variety of crosswinds.

April 28 2023
Fixed Income .
Video

2 minute watch

On the upswing
April 21 2023

Investors may find value in high-quality bonds.

DISCLOSURES

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