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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?
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.
by Gwen Le Berre, Director, Responsible Investing
January 18, 2022
What lies ahead for responsible investors in 2022? We see hope for more progress.
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.
by Thomas Lee, Chief Investment Officer
January 4, 2022
The coming year should yield a fresh crop of economic surprises and some market uncertainty.
