Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
Investment Insights content
Chart in a Minute
Dividend-paying stocks can potentially support client portfolios amid market volatility and inflation. Get the client-approved chart.
Fixed Income
We think tax-equivalent municipal bond yields look attractive, particularly for investors in top tax brackets. Use this chart to talk with your clients about the opportunity.
Chart in a Minute
International stocks are off to their best start to a year in a quarter century, supported by pro-growth policy shifts. Get this client-friendly chart to learn more.
Investment Insights
An overview of Repurchase Agreements and how they are used in Money Market Funds.
Investment Insights
Worried about your client’s mega-cap stock concentrations? Consider complementing their holdings with fundamentally weighted index strategies. Learn more.
Fixed Income
Given the clouded outlook for 2025, now might be a good time to ensure that your clients are sufficiently allocated to bonds. This chart could help start the conversation.
Fixed Income
Given the complexity of current municipal bond market dynamics, an actively managed investment strategy that seeks relative value opportunities may be a solid choice.
Fixed Income
Taxable municipal bonds are enjoying a supportive backdrop, enhancing the potential value that these securities may provide. Learn more in this brief client-approved article.