Investment Insights

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

Insights & Ideas

Do your clients need some diversification from U.S. stocks? Consider international equities, which have performed well since the current bull market began in late 2022.
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Are your clients concerned about U.S. equity market concentration risk? Consider complementing their traditional market-cap index strategies with Fundamental Index® strategies. Use this client-approved chart as a conversation starter.
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If your clients are asking which political party generates the highest market returns while in the White House, consider using this client-approved chart to strike up a conversation.

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Investment Insights

For investors looking for total return and income, a dividend-focused equity fund may be a fitting choice for a well-diversified portfolio. Read more in this short, client-approved insights piece.
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If your clients are concerned about potential concentration risk in today’s U.S. equity market, consider using this client-approved chart to strike up a conversation about Fundamental Index® strategies.
Fixed Income

As summer approaches, municipal bond market dynamics can become quite challenging, even for savvy investors. Read more in this short, client-approved article.
Investment Insights

How do you choose the right crypto-related ETF? This short paper is designed to help investors understand existing crypto-related ETFs, the differences and relationships between blockchain and cryptocurrencies, and how a crypto-related fund may complement a diversified portfolio.
Fixed Income

Curious about how the banking sector is positioned ahead of 2024’s transitional U.S. economy? Consider exploring this research paper for a credit-research perspective.
Fixed Income

Given the complexity of current municipal bond market dynamics, an actively managed investment strategy that seeks relative value opportunities may be a solid choice.
Fixed Income

Taxable municipal bonds are enjoying a supportive backdrop, enhancing the potential value that these securities may provide. Learn more in this brief client-approved article.
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If your clients need municipal bonds but are on the sidelines waiting for interest rates to settle, consider offering them a municipal bond ladder. This client-approved chart can be used as a conversation starter.
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We think the outlook for fixed income remains quite favorable, even after an impressive rally in late 2023. Consider using this client-approved chart as a conversation starter.

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