Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
Investment Insights content
Investment Insights
Are your clients concerned about U.S. equity market concentration risk? Consider complementing their traditional market-cap index strategies with Fundamental Index® strategies. Use this client-approved chart as a conversation starter.
Investment Insights
Learn about the major influences on Municipal Money Market Fund yields.
Investment Insights
An explanation of Form - and the events that would lead to its filing.
Chart in a Minute
If your clients are asking which political party generates the highest market returns while in the White House, consider using this client-approved chart to strike up a conversation.
Fixed Income
If your clients have been asking about investment-grade corporate bonds, consider using this client-approved chart to support a follow-up conversation. Given recent yields, this may be their window of opportunity.
Chart in a Minute
Given that starting yields tend to drive fixed income total returns over time, we think the outlook for bonds is quite favorable. This client-approved chart can serve as a conversation starter.
Investment Insights
For investors looking for total return and income, a dividend-focused equity fund may be a fitting choice for a well-diversified portfolio. Read more in this short, client-approved insights piece.
Chart in a Minute
If your clients are concerned about potential concentration risk in today’s U.S. equity market, consider using this client-approved chart to strike up a conversation about Fundamental Index® strategies.
Fixed Income
As summer approaches, municipal bond market dynamics can become quite challenging, even for savvy investors. Read more in this short, client-approved article.