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

The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.

The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.

Active semi-transparent ETFs can offer a different way to invest, so it's important to understand how they work and how they compare with other fund types.
arial view of a winding stream through a forest

A historical look at so-called "bitcoin halving cycles," digital asset performance, and the risks and limits investors should consider across the bitcoin cycle.
arial view of a winding forest road
Bond Insights

In our view, municipal bonds may offer attractive tax-efficient income potential, though elevated supply, an uncertain rate backdrop, and issuer dispersion may pose risks.

Meme coins are cryptocurrencies born from internet jokes and viral trends. Learn how they work, why they're so volatile, and what to watch for.

Private credit investments provided by nonbank lenders to companies can offer potentially higher returns than publicly traded debt. Here's what to know before investing.
Market Outlook

Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.

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