Investment Insights

Read the latest research, perspectives and analysis from our investment professionals.

Investment Insights

Real yields on Treasury Inflation-Protected Securities (TIPS) recently reached their highest levels in more than a decade. This client-approved chart can serve as a conversation starter to talk about the TIPS opportunity at hand.
Investment Insights

How do you choose the right crypto-related ETF? This short paper is designed to help investors understand existing crypto-related ETFs, the differences and relationships between blockchain and cryptocurrencies, and how a crypto-related fund may complement a diversified portfolio.
Chart in a Minute

This client-approved chart can be used to help investors better understand the potential benefits of building a Treasury ladder to support their fixed income allocations.

Investment Insights content

Investment Insights

Real yields on Treasury Inflation-Protected Securities (TIPS) recently reached their highest levels in more than a decade. This client-approved chart can serve as a conversation starter to talk about the TIPS opportunity at hand.
Investment Insights

How do you choose the right crypto-related ETF? This short paper is designed to help investors understand existing crypto-related ETFs, the differences and relationships between blockchain and cryptocurrencies, and how a crypto-related fund may complement a diversified portfolio.
Chart in a Minute

This client-approved chart can be used to help investors better understand the potential benefits of building a Treasury ladder to support their fixed income allocations.
Investment Insights

Standard models of risk and return are known to underestimate the frequency of extreme events. This paper proposes a flexible framework, based on an explicit parametric model, that can address many of the shortcomings and lead to improvements in investment performance.
Chart in a Minute

Given interest rate forecasts, sitting in cash or very short-term securities may pose reinvestment risks. Use this client-approved chart to talk about a longer-term approach.
Behavioral finance

Inflation, market volatility and challenges in the banking sector have many investors looking at how others are adapting their holdings, especially their cash allocations. But blindly following the herd is rarely the best move. Omar Aguilar, PhD, has tips and strategies to help advisors keep clients on track.
Chart in a Minute

Can the stock market’s narrow leadership continue in the second half of 2023? Use this client-approved chart to talk about the potential value rotation on the horizon.
Investment Insights

Learn about the major influences on Municipal Money Market Fund yields.
Investment Insights

The 60/40 portfolio offers the potential for attractive risk-adjusted returns by including a mix of stocks and bonds, an investment approach that we believe remains alive and well.

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