Asset Management

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Investment Insights

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Fixed Income

5 post-election insights regarding municipal market credit conditions

Questions about municipal market credit conditions have arisen amid the fallout from the 2024 elections. We explore these topics through a credit lens in this white paper.
Reid Tomlin, Pat Liberatore
Insights & Ideas

Clients overweight U.S. stocks? Consider international.

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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Is it time to add diversity to clients’ U.S. stock allocations?

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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