The case for short-term bonds

• Videos

Mar 26, 2024

Kris Moreton, CFA, Senior Vice President, Fixed-Income Client Portfolio Manager

Katy Nuss, CFA, Vice President, Fixed-Income Client Portfolio Management

The Fed has been clear that it sees rates moving lower. What does this mean for investors sitting in cash?

Resilient U.S. consumers boost structured assets

• Videos

Feb 20, 2024

Jason Callan, Senior Portfolio Manager, Head of Core and Core Plus, Co-Head of Structured Assets

Ryan Osborn, CFA, Senior Portfolio Manager, Co-head of Structured Assets

As interest rates rose, U.S. consumers remained resilient due to robust balance sheets, but will this last? While cracks are beginning to appear, we see potential opportunities within structured assets in agency and non‐agency MBS.

For equity income, find strong balance sheets

• Videos

Jan 30, 2024

Michael Barclay, CFA, Senior Portfolio Manager

How does a high-rate environment affect dividend investing? Senior Portfolio Manager Mike Barclay explains how dividend-paying stocks may be affected by a higher interest rate environment and identifies areas of opportunity.

Higher for longer…for longer? 2024 Chief Investment Officer Outlook

• Videos

Dec 20, 2023

William Davies, Global CIO

Despite uncertainty, we think the investing environment remains constructive. Here’s why:

Macro risks weigh on equities: 2024 equity outlook

• Videos

Dec 12, 2023

Melda Mergen, CFA, CAIA, Global Head of Equities

With macro risks elevated, investors should focus on company research as they consider their equity allocation.