Investments

Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs. 

Fixed Income

Contrary to misperceptions, single-stop inflation protection solutions don’t always work. Get our research paper to help you position clients for success.

Investments content

Market Outlook

Our point of view on recent market and economic activity.
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Bond Insights

Municipal bonds might still offer attractive tax-advantaged income and relatively stable credit quality for investors who understand the risks.

European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.
Wealth management

Options are one way to help your clients manage risks associated with concentrated positions, if an investor wants to keep some, or all, of the highly concentrated stock. Learn some strategies that can help your clients manage their concentrated positions.
Chart in a Minute

Two potential paths off the sidelines: shorter maturities, and high-yield corporate bonds for those who can accept credit risk. Start a conversation with this client-approved chart.
image of a chart showing market price action

Analyzing the costs and constraints of a 51% attack might help frame how network security, miner incentives, and decentralization could influence crypto valuation.
Skyscrapers
Bond Insights

High-yield municipal bonds might be worth consideration by investors in higher tax brackets who are comfortable taking added risks.
Onward

Geopolitical developments at home and abroad could have longer-lasting impacts on the markets. Here, three experts discuss what it all means for investors.
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Commentary

Not sure which to choose? Here are some things to consider about individual bonds versus bond funds.

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