Centralized Portfolio Management

As Tariffs Cloud Outlook, Municipal Bonds May Offer Opportunity

With growth concerns emerging following tariff announcements, here’s why we see potential opportunity in stepping out of cash, adding some duration and locking in yields near a decade high.

Is Eliminating the Tax Exemption on Municipal Bonds Worth the Cost?

Read why we think the risk of eliminating or curtailing tax-exempt municipal bonds could be low.

2025 Commodity Outlook: Three Areas to Watch

For commodity investors, three areas to watch are inflation, the US dollar and supply conditions across physical markets.

2025 Responsible Investing Outlook: What’s Next for Climate and Diversity?

Prevailing winds in US politics could make incorporating environmental or social risks into the investment process more challenging.

2025 Equity and Volatility Outlook: Is the US Equity Investor at a Crossroad?

Now may be the time to start preparing for more challenging markets in the future. Parametric is here to help.

2025 Liability-Driven Investing Outlook: Plan Reopening, Buyout Litigation and Risk Transfer Trends

With pension plans in relatively good shape compared to the past, what trends do we see continuing into the future?

Broadening the Overlay Horizon: Adding Diversification with Trend Strategies

Learn how we can help investors implement systematic strategies like trend following within an overlay program.

2025 Fixed Income Outlook: Monetary and Fiscal Crosscurrents May Create Volatility, Yet Opportunity Persists

In an environment of modest growth and inflation, we believe 2025 could be favorable for fixed income investors.

Equity Cash and Carry Trades to Help Enhance Returns on Cash

Capturing the richness of equity implied financing may improve returns on cash.

Gradually, then Suddenly: Policy Proposals and the Deficit

In part three of our series, we review major policy plans and budget deficit challenges posed by the US presidential candidates.

Look at Duration During Fed Rate Cutting Cycles

Find out why duration matters in the face of declining interest rates.

What Goes Up, Must Come Down: Mean Reversion in Commodities

Explore how a commodity portfolio can be built to emphasize diversification and rebalancing.

Dispelling Three Election Cycle Myths That Can Undermine Investment Success

Here we dispel three common myths about elections and investments, demonstrating why we think sticking to a long-term investment plan might be a better path to success than trying to predict political cycles.

Two in the Bush: Still Time to Lock in Long-Term Rates

Despite the allure of higher short-term rates in hand now, here’s why we think it makes sense to take on duration to limit reinvestment risk later.

Gradually, then Suddenly: Financing the Nation’s Growing Debt

In part two of our series, let’s examine Treasury market supply and demand.

Extensive Capabilities of an Overlay Program: More than Meets the Eye

Read why we believe consultation, customization and flexibility are three key elements of a successful and holistic overlay program.

Midyear LDI Outlook: Planting Seeds for a New Direction in Pensions

After some interesting twists in the pension world, let’s look at how far we’ve come and where that might lead.

Gradually, then Suddenly: US Debt and Deficits

Ongoing budget deficits linger amid the post-COVID economic recovery. In part one of our series, let’s look at fiscal policy and Treasury debt.

Midyear Fixed Income Outlook: Solid but Slowing, a Favorable Environment for Fixed Income

Economic resilience and the year-to-date increase in yields may simply prolong and enhance what we see as an attractive opportunity in fixed income.

Midyear Commodity Outlook: Are Higher Rates Masking Tight Inventories?

Learn why the level of inventories can have a big impact on commodity prices, and relatively low inventories can lead to higher volatility across commodity markets.

Can Tight Spreads Still Deliver Excess Returns?

Here’s why we believe that even at current tight spread levels, investing in corporate bond ladders may continue to offer a total return advantage over time in most economic environments.

What Is Impact Investing?

Impact investing may be the key to generating measurable social or environmental benefits while also fueling healthy financial return.

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.

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.

Why Muni Investors Should Go Long for Yield Despite Record Lows

Are record-low yields holding you back from investing in munis? Other metrics suggest you may be missing out.

Fixed Income Is Normally a Source of Liquidity

As institutions seek liquidity during the coronavirus market downturn, does an episode from the 2008–2009 global financial crisis offer a lesson?