More of our insights
The Takeaway with Troy Gayeski: How Andrew Beckman approaches credit
Andrew Beckman, Portfolio Manager and Head of Global Credit, joins The Takeaway for a deep dive on what differentiates his approach to credit.
Public market sentiment cools as challenges mount
Individual and professional investors have grown notably more bearish in February. The U.S. middle market may represent a reason to be bullish.
2025 Market outlook: 5 challenges, 5 opportunities
After scaling a wall of worry, public markets now appear priced for perfection. But lofty valuations and policy uncertainty pose risks.
Strive in ’25: Market/Asset allocation outlook
What are the key opportunities in 2025? Our Chief Market Strategist discusses complementing public equity exposure, replacing/complementing fixed income and putting cash to work.
As rates climb, 60/40 portfolio has lost steam
Expectations for a higher-for-longer rate environment have challenged equity and core fixed income markets, as this week’s chart highlights.
The Takeaway with Troy Gayeski: Post-election strategy
Our Chief Market Strategist dives into his latest strategy note series on the post-election landscape for key alternative strategies.