Investment Insights

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

Investment Insights

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.
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.

Investment Insights content

Chart in a Minute

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.
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.
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

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.
Chart in a Minute

Can longer-term bonds expect better sailing later this year? Use this client-approved chart to strike up a conversation about the potential opportunity.
Investment Insights

An overview of Repurchase Agreements and how they are used in Money Market Funds.
Behavioral finance

Are your clients trying to convince themselves of a specific economic outcome? Confirmation bias may be to blame. Learn about potential ways to help and investment solutions from our behavioral finance expert, Omar Aguilar, PhD.

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