What were the key takeaways from last month’s numbers? Our muni specialists look back at the market’s performance and provide incisive commentary to help you make sense of what drove the market—and what may be on the horizon for muni investors.
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by Greg Liebl, Senior Investment Strategist
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As investing in emerging markets becomes more popular, there are disadvantages to both active and passive investing strategies. We suggest a third way.
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Now is the time for municipal bond investors to mitigate climate risk.
by Jennifer Sireklove, Managing Director, Investment Strategy; Greg Liebl, Senior Investment Strategist
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How will recent regulatory shifts in China affect investment strategy? A diversified approach is the key to spread out exposure.
by Jonathan Rocafort, Managing Director, SMA Portfolio Management
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How important are taxes in customizing a fixed income portfolio?
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For the average investor, a passive allocation means an index fund. But what if your client is anything but average? What if they want something custom? Share this brochure with them to help them understand the benefits of a Custom Core SMA.
