Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
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Investment Insights
International equities offer potential opportunities for 2026
Contrary to what some of your clients might expect, the U.S. hasn't been the best performing developed stock market in years. Use this client-approved chart to start a conversation about international stock opportunities.
Investment Insights
ETFs offer a new fixed income frontier
As the era of high-fee active bond management continues to fade, cost-effective, high-quality fixed income solutions balancing diversification, risk, and yield have emerged.
Investment Insights
Municipal bonds—valuations on longer-term maturities look favorable
For tax-conscious clients comfortable with taking on some additional interest rate risk, longer-term municipal bonds might be worth a closer look. Support your conversations with this client-approved chart.
Investment Insights
Money Market Fund Reform: Form N-CR
An explanation of Form - and the events that would lead to its filing.
Investment Insights
Addressing client concentration risks in mega-cap U.S. stocks
Mega-cap stock exposure in the S&P 500® index has reached 35-year highs. Use this client-approved chart to start the conversation about diversification opportunities.
Fixed Income
Positioning clients for inflation? Think multi-asset approach.
Contrary to misperceptions, single-stop inflation protection solutions don’t always work. Get our research paper to help you position clients for success.
Investment Insights
Investment-grade corporate bonds—is now the right time for clients?
If your clients need more high-quality fixed income, consider talking with them about investment-grade corporate bonds. Get the client-approved chart.
Investment Insights
What are the major influences on Municipal Money Market Yields?
Learn about the major influences on Municipal Money Market Fund yields.
Chart in a Minute, Investment Insights
Volatility can create bond opportunities for clients
For clients with longer-term fixed income needs, the current backdrop can create opportunities to potentially capture attractive yields. Get the client-approved chart.