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Showing 10 of 309 Insights Posts
2169282156
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Allocating to fixed income in an age of austerity

Amar Reganti and Adam Norman explore how flexible fixed income strategies may offer stability and yield in a volatile market environment.

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event March 2025
5 min
Article
2026-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1162569411
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The impact of LMEs on high-yield, leveraged-loan, and CLO markets

Emily Shanks, Jeff Heuer, and Alyssa Irving explore the impact of liability management exercises on high-yield, leveraged-loan, and CLO markets.

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event March 2025
7 min
Article
2026-04-01
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1370499454
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Shrinking the government footprint: Medicaid cuts and America’s economic health

Macro Strategist Juhi Dhawan looks at what changes to the mammoth US Medicaid program could mean for economic growth, employment, inflation, and financial markets.

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event March 2025
8 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1270413720
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The power of local perspective: the rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.

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event March 2025
4 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
98459221
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Private investments: How much should I own?

Our experts discuss the key steps to determine the size of private-market allocations, focusing on illiquidity tolerance, excess return needs, and manager selection.

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event March 2025
4 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1320532557
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Bitcoin on the brink: What investors need to know

As bitcoin appears to be entering a new phase of acceptance, we offer a brief asset owner's guide to the cryptocurrency's role, the evolving regulatory environment, potential investment benefits and risks, and portfolio implementation.

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event March 2025
10 min
Article
2026-03-31
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green capsule medicin
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Private biotech market update: IPOs, M&A, and innovation

Our biotech venture capital experts explore the state of the private biotech market, highlighting the potential IPO-market rebound, surge in private M&A, and the focus on clinical-stage opportunities.

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event March 2025
6 min
Article
2026-03-31
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Mountain valley
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Making the most of the new economic era’s bright spots

Despite uncertainty, there are important factors that justify a more optimistic approach. By focusing on structural trends and considering a wide range of views, investors can position portfolios for positive long-term returns.

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event March 2025
8 min
Article
2026-05-31
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Detail of a colorful glass mosaic.
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There is more than one way to approach growth equities

Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities beyond the dominant market narrative.

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event March 2025
6 min
Article
2026-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1142861831
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The yield buyer

Our fixed income experts examine the impact of tight credit spreads and elevated yields on today’s credit markets and explore the value of active management.

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event March 2025
4 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.