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It’s been a rough year for investors, and the credit market has been no exception. Rates have surged, ending a multi-decade bond bull market. How can investors generate alpha as credit yields become more attractive?Listen Now
Rising interest rates get much of the attention, but other critically important factors are also at work for bank, insurance, consumer lending, and financial services stocks.Listen Now
Few sectors can be as whip-sawed or as boosted by global events as energy. After a transition away from a single-minded focus on growth, the industry now faces a new set of challenges and offers a unique set of potential opportunities.Listen Now
The COVID bust and vaccine boom that followed it was a period unlike any in U.S. history. So why would the resulting inflation be any different?Listen Now
Labor costs and borrowing costs will be two key considerations for U.S. companies trying to navigate persistent inflation and slowing growth through the end of the year. With both, all roads lead back to the Fed.Listen Now
The U.S. Securities and Exchange Commission recently unveiled proposed rules that could transform ESG investing. Amid 500 pages of text, three words stand out: Consistency. Comparability. Reliability.Listen Now
From mangoes to diamonds to healthcare to finance: Blockchain technology is poised to transform virtually every corner of the economy.Listen Now
How did the Fed misjudge 2021’s biggest story so badly, and what are the implications of inflation — whether rising, falling, or something in between — for investors in the coming year?Listen Now
Growth stocks went on an extraordinary run during the pandemic, but rising rates set the stage for value stocks. What’s ahead for factor investing, and is there a different way to look at the question of growth vs. value? (Spoiler: Yes.)Listen Now
The energy sector saw a truly horrible year in 2020, followed by a much better 2021. What does 2022 hold for a sector that always has its share of headwinds, but now might have some tailwinds, too?Listen Now
A year into the reflation trade, valuation metrics for many growth stocks are higher than they were a year ago. But if you look at fundamental drivers, things are not so clear.Listen Now
Increased concentration is distorting performance across small-cap indices. How can active managers adjust?Listen Now
Don’t overlook the “G” in ESG. Governance is the glue that holds it all together.Listen Now
Markets seem to make new highs every week, leading investors to ask: Where do we go from here?Listen Now
The healthcare sector weathered the COVID-19 storm very well, but has underperformed during the first half of 2021. Why the slump, and what’s the way out of it?Listen Now
Many investors are under-allocated to international equities after a historically long stretch of underperformance relative to the U.S. It may be time to change that.Listen Now
Mid-cap stocks have shown strong performance since the pandemic market bottom in March 2020. Why aren’t more investors taking note?Listen Now
The stimulus spigot is wide open – but is it manipulating markets?Listen Now
Market expectations are high – but are they high enough?Listen Now
After ending 2020 on a record high, small-cap stocks entered 2021 on the rise. But what do inflation worries mean for the future of smaller companies?Listen Now
Markets are making record highs as the economy starts to lurch out of the COVID-19 pandemic. With fears of rising inflation and meme stock madness, worries about the next big market bubble are coming to the surface.Listen Now
Environmental, social, and governance investing is here to stay. After the extraordinary growth of ESG assets over the past five years, what should investors know to position for the future?Listen Now
With equities skyrocketing and interest rates near zero, how can investors seek opportunity in fixed income? Can stocks sustain this pace – or will the “bubble” burst?Listen Now
Investing involves risk, including risk of loss.
Diversification does not ensure a profit or guarantee against loss.
Index or benchmark performance presented in this document does not reflect the deduction of advisory fees, transaction charges, or other expenses, which would reduce performance. Indexes are unmanaged. It is not possible to invest directly in an index. Any investor who attempts to mimic the performance of an index would incur fees and expenses that would reduce return.
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