Commentary

Want to De-Risk? Look to High Yield

Looking for a tactical way to de-risk your portfolio? You might consider rotating a portion of your equity allocation into high-yield bonds.

Commentary

Defensive Equities: Finding Stability in an Unhinged World

Three powerful forces have unleashed a volatility storm in stock markets this year.

Commentary

How the Financial Industry Can Help Stop Modern Slavery

Modern slavery is a lucrative business that can’t exist without the financial system.

White Paper

Investment Strategies for Generating Efficient Income

Muni yields were fairly calm this week although yields for the month were sharply higher. This sharp move in yields has caused munis to become oversold and relatively cheap to US Treasuries. Opportunities exist and the forward looking returns are becoming ever more attractive given much higher bond portfolio yields.

Commentary

Investing for Growth in a Decelerating World Economy

With the world facing inflationary and geopolitical hurdles, economic growth is poised to slow. In this environment, investors in growth stocks must identify companies with the right features to overcome headwinds to earnings.

Commentary

China’s Economic Outlook: COVID Impedes GDP Growth

COVID-19’s resurgence in China has cast doubt over the government’s ability to meet its 2022 growth target of around 5.5%, which officials affirmed in March, before the scale of the latest outbreak became clear.

Commentary

An Investor’s Guide to Evolving Supply Chains

Many companies are rethinking supply chains amid disruptions from the war in Ukraine and the pandemic.

Commentary

A Different Kind of Volatility

As of this writing, Russian forces are reorganizing in eastern Ukraine, and fighting is well into its second month. Supply chain disruptions continue, gas prices are reaching all-time highs, inflation has become a constant concern, and some analysts are predicting that the Fed will aggressively raise rates.

Commentary

ESG Ratings: Solution or Starting Point?

Environmental, social and governance (ESG) ratings are a popular way to search for companies that meet specific criteria in a responsible investing agenda.

Commentary

The One Metric All High-Yield Investors Should Know

High-yield bonds have a reputation for volatility.

Commentary

Near-Term Renminbi Outlook: Steady as She Goes

China’s currency, the renminbi (RMB), remains strong even though many of the factors that have driven its performance over the last two years have weakened.

Commentary

How Synthetic Biology Can Help Fix the Supply Chain Crisis

Supply-chain disruptions are testing companies around the world.

Commentary

Understanding Your Bond Portfolio’s Carbon Footprint

Transitioning to a net-zero carbon economy* is vitally important, and corporate bonds will play a critical role in the transition.

Commentary

Balance Is the Watchword with Commodities Exposure

The highest inflation in 40 years has spurred more investors to search for assets that can help offset its bite.

Commentary

Can the World Live Without Russian Oil?

Russia’s power on the world stage is supported by its vast reserves of oil and gas.