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2024 Responsible Investing Outlook: Moving Climate and Diversity Efforts Forward Against the ESG Backlash

After two years of public debate and political backlash against ESG, what’s next for responsible investors in 2024?

2024 Commodity Outlook: Peak Rates and Inflation Give Way to a Sustainable Future

Read why we think commodities belong in a well-diversified portfolio, even after interest rates and inflation have peaked.

2024 Fixed Income Outlook: A Happy New Year for Bonds

Delayed market trends have investors wondering what will happen in 2024. Read why we think bond investors could have a happy new year.

Stocks, Bonds, Cash, Commodities: Rethinking the Typical Core Portfolio

Many investors don’t think much about including commodities in their portfolio. Read why it can be an important tool for resiliency and diversification.

Bonds Are Back: What Are You Waiting For?

With interest rates rising to attractive levels, we believe it’s time to take advantage of a potentially overlooked opportunity. Find out why.

What’s Next for the SEC’s Climate Disclosure Rules?

Company reporting on climate risks isn’t enough for today’s investors. Read how the SEC climate disclosure rules may change that.

Responsible Investing: What’s the Difference Between Screens and Integration?

The two key ways to incorporate ESG characteristics into a portfolio have important differences in both implementation and outcomes. Find out how these approaches can affect both performance and real-world impacts.

Commodity Investing Is More Than Just China’s Story

The next commodity supercycle could be bigger than any one country—even the world’s second-largest. See which themes may be responsible.

Why a Talented Trading Desk Matters for Fixed Income SMA Investors

Across the fixed income asset class, trading efficiency matters more than many investors realize. See how our technology makes it happen.

Why a Talented Trading Desk Matters for Fixed Income SMA Investors

Across the fixed income asset class, trading efficiency matters more than many investors realize. See how our technology makes it happen.

Summer’s Arrival Means the Time Is Now for Muni Investing

It was a challenging spring in the muni market. As we approach summer, learn why we believe investors have reasons for optimism.

Parametric Responsible Investing

The right mix of portfolio construction and active ownership can help responsible investors filter out the noise around ESG and tune in on what matters.

Midyear Fixed Income Outlook: “Hold! Hold!”

Read why we believe the Fed will pause further interest rate hikes, but for only so long.

Midyear Investment Outlook: Why Investors Should Weatherproof Their Portfolios

When it comes to the markets, problems are always possible. How can investors build a portfolio that’s ready for anything?

Midyear Emerging Markets Outlook: Will the US Dollar Continue to Misbehave?

In emerging markets, a poorly performing US dollar is a good thing. How do we see the greenback performing over the rest of 2023?

Navigating the Ins and Outs of the Quality Factor

Building quality into a portfolio requires understanding its meaning. Which quality strategy best fits investor objectives?

How the Municipal Bond Market Funds Climate Solutions

What role can the municipal bond market play in addressing climate change?

Investigating the Inverse Relationship Between Commodities and the US Dollar

Read about why the typical relationship between the US dollar and commodity prices has changed.

Ending Another Cycle: What to Do with Rising Rates in Fixed Income

Read why following the Fed’s lead has historically delivered strong performance for fixed income investors.

What’s Behind the Disconnect Between Coupon Income and Yield?

Laddered bond portfolios aim to make income more predictable. What’s happening when income and yield diverge? Get the answer.

Earth Day 2023: Past Performance Can Inspire Future Results

Millions of people took action against pollution more than 60 years ago. See how today’s investors can do the same in the fight against climate change.

Investing Abroad: Weighing the Decision Between Foreign Ordinaries and ADRs

International equities often come in two different versions, with the same exposures but different risks. See how investors can choose.

Climbing Out of Cash with a Bond Ladder

How can investors lock in high rates with reduced risk?

Fixed Income ESG Outlook 2023: Inflows and Issuance on the Rise

Increasing consumer demand and growing greenwashing concerns are pushing policymakers toward regulating ESG-labeled bonds differently.

What Happened to Equity Volatility in 2022?

Find out why we think call overwriting strategies are attractive in the current environment.

Why Investors Should Look Beyond Indexes for Commodity Exposure

Can commodities help in times of high inflation?

Interesting Times: Exploring the Three Rs of Fixed Income

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?

It was a banner year for tax-loss harvesting and Fed tightening. But what opportunities lie ahead for 2023?

The Importance of Country Allocation: Developed Versus Emerging Markets

What matters in emerging markets—countries, industries, or styles? We dive into historical returns.

Untangling Contango in Commodity Portfolios

Commodities investors would be wise to ride out a period of contango rather than focus too much on the future they think it predicts.

How Can Investors Ease the Effects of Inflation?

When inflation brings stock and bond prices too close together, it’s time for investors to build diversification.

How Can Investors Help Close the Gender Gap?

Investors play a key role in ensuring companies provide a safe and fair workplace and helping close the gender gap.

Municipal Bond Premiums: Separating Fact from Fiction

Are the myths surrounding mutual bonds preventing investors from taking advantage of their many benefits? Learn how to separate fact from fiction when it comes to municipal bond premiums.

Understanding the Zigs and Zags of Emerging Markets

We believe there are solid reasons to own emerging market equities as a means of diversifying portfolios across markets, minimizing risk, and maximizing growth opportunities.

Midyear Responsible Investing Outlook: Navigating the ESG Backlash

Recent debates run the risk of leading investors to oversimplify ESG. Find out what truly responsible investing means.

Midyear Bond Outlook: A Stable Ladder in Uncertain Times

How can bond investors stay ahead of rising rates?

Fighting Fire: How Commodities Help Beat Back the Flames of Inflation

Can commodities help in times of high inflation?

What Fixed Income ESG Investors Should Keep on the Radar in 2022

What can responsible investors in fixed income expect in the year to come? Sustainable bonds should play an increasingly important role.

The State of the Commodities Market

While commodities markets are slowing somewhat, we still see opportunities.

What We Talk About When We’re Talking About Inflation

The BLS publishes the CPI, the BEA publishes the PCE using the NIPA, markets expect hikes in bps from the FOMC, and investors say OMG. It all spells inflation—but in two different ways.

Finding Balance in Diversified Index Portfolios

How can index investors build accessible, diversified portfolios that achieve their goals?

Investing in Clean Technologies

How can investors deploy responsible-investing principles in the clean-technology sector to promote sustainability and help fight climate change?

No Performance Penance Needed: Catholic Values and Passive Equity Investing

Catholic investors don’t need to choose between their values, portfolio performance, and tax management; through both screens and active ownership, they can have it all.