Asset Management

Asset Management
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Investment Insights

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

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Investment Insights

Is a value rotation on the horizon?

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

Long live the 60/40 portfolio!

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.
Omar Aguilar, Ph.D.
Chart in a Minute

An intermediate-term bond opportunity?

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