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.
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?
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?
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 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.