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Showing 10 of 342 Insights Posts
2169282156
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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
Archived info
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
Archived info
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.
1320532557
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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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.
green capsule medicin
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1142861831
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.
1096496308
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

FOMC meeting: Misery loves company

Fixed Income Portfolio Manager Jeremy Forster explores the Fed's decision to hold rates, downgraded economic forecasts, and the implications of balance-sheet policy changes on inflation and market conditions.

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event March 2025
3 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.
678836663
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

High hopes and low credit spreads

Connor Fitzgerald highlights the implications of tight credit spreads and the importance of flexibility for fixed income managers navigating today's market.

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event March 2025
2 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.