
A new year brings new challenges for all investors. What lies ahead in 2023? See what our strategists have to say about equities, fixed income, the tax code, and more.
Blog posts
2023 LDI Outlook: It’s All About Balance

by David Phillips, Director, Liability-Driven Investment Strategies
January 18, 2023
Strike the right balance between risk and reward in pension plan funding.
Interesting Times: Exploring the Three Rs of Fixed Income


by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
December 19, 2022
What do the three Rs of fixed income investing tell us about what to expect? We see signs of stabilization ahead.
2023 Investment Outlook: Will We Win the Fight Against Inflation?

by Thomas Lee, Co-President and Chief Investment Officer
December 9, 2022
It was a banner year for tax-loss harvesting and Fed tightening. But what opportunities lie ahead for 2023?
Fixed Income ESG Outlook 2023: Inflows and Issuance on the Rise

by Lauren Kashmanian, Director, Portfolio Management and Responsible Investing
March 13, 2023
Increasing consumer demand and growing greenwashing concerns are pushing policymakers toward regulating ESG-labeled bonds differently.
2023 Institutional Outlook: Making Preparations for Market Gyrations


by Chris Uhas, Managing Director, Head of Institutional Distribution; Richard Fong, Director, Investment Strategy ; +1
February 16, 2023
Hedging against portfolio risk seemed like a good idea at the time. Why did portfolios underperform anyway? Find out what’s under the hood of the options market.
2023 Tax Outlook: Four Questions for Taxable Investors

by Jeremy Milleson, Director, Investment Strategy
January 23, 2023
A divided Congress makes major changes to tax legislation unlikely, but there’s still plenty for taxable investors to keep their eye on in 2023.
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