2022 Tax Outlook: In Pursuit of a Better Mousetrap
by Andrew Subkoviak, Senior Investment Strategist
January 24, 2022
With the narrowest Senate majority, President-elect Joe Biden won’t have much room to pursue aggressive tax reform. What should taxable investors expect this year?
Applying Tax-Loss Harvesting to a Fixed Income SMA
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
December 13, 2021
Can tax-loss harvesting strategies bolster your clients’ SMA portfolio in lower-yield scenarios?
Systematic Tax-Loss Harvesting in Custom Core Fixed Income Portfolios
by Thomas Luster, Managing Director, Taxable SMA Strategies; Bernie Scozzafava, Director, Quantitative Research and Portfolio Management ; +1
January 21, 2022
Discover why tax-loss harvesting in bond portfolios offers a valuable advantage over index funds for advisors whose clients seek passive, fixed income exposure.
2022 Responsible Investing Outlook: Climate and Diversity Continue to Dominate
by Gwen Le Berre, Director, Responsible Investing
January 18, 2022
What lies ahead for responsible investors in 2022? We see hope for more progress.
2022 Bond Outlook: Solid Markets Despite Inflation Threats
by Evan Rourke, Director, Portfolio Management; Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
January 10, 2022
Bonds performed well in 2021. Expect more of the same in 2022, even amid risks.
2022 Investment Outlook: Fed Actions Likely to Dominate Headlines
by Thomas Lee, Chief Investment Officer
January 4, 2022
The coming year should yield a fresh crop of economic surprises and some market uncertainty.