Insights

Explore Insights

Active Management
August 12 2020
Active Management . Equity .
Article Federated Hermes tilts toward value
August 12 2020

Stock-bond model keeps 2% equity overweight but shifts from growth bias.

July 17 2020
Responsible Investing . Active Management .
Article Authentic responsible investing is not one size fits all
July 17 2020

Effective integration of environmental, social and governance factors requires a customized approach.

July 30 2020
Fixed Income . Active Management .
Article For fixed income, it's a tale of two walls
July 10 2020

A wall of worry vs. a wall of liquidity is limiting back-half options.

July 21 2020
International/Global . Equity .
Article International equities have room to run
July 6 2020

Despite strong returns off March lows, we see more opportunity ahead.

July 2 2020
Equity . Markets/Economy .
Article Now what?
July 2 2020

After spring's big rally, a possible pause in a still-bullish scenario.

June 25 2020
Equity . Markets/Economy .
Article The easy part
June 26 2020

It's over. Now investors will have to deal with rising challenges.

July 9 2020
Equity . Markets/Economy .
Article Remaining optimistic but incrementally more cautious
June 24 2020

We trimmed our equity overweight a tad on likely choppiness ahead.

July 1 2020
Responsible Investing . Coronavirus .
Article It's halftime and sustainability holds the lead

June 24 2020

Environmental, social and governance factors are dominant drivers at midyear.

July 1 2020
Active Management . Equity .
Article Why we're active
June 18 2020

This crisis illustrates our faith in picking stocks, not mimicking indexes.

June 24 2020
Active Management . Equity .
Article What's up with value?
June 17 2020

The outlook, as a recovering economy tends to lift cyclical stocks.

June 17 2020
Coronavirus . Equity .
Article Help for those 'struggling to understand' the market
June 9 2020

A review of 5 myths that are tripping up the bears.

June 4 2020
Coronavirus . Fixed Income .
Article Still a tad cautious on high yield
June 4 2020

The dichotomy between market tranquility and abundant uncertainty has us remaining highly selective.

June 1 2020
Coronavirus . Active Management .
Article Turbulent times call for a little ballast
June 2 2020

And investors may find some by including a balanced approach in their portfolios.

June 4 2020
Active Management . Equity .
Article 'Where is it?'
May 29 2020

The money, that is. Despite massive stimulus, lending and spending have yet to perk up.

May 27 2020
Coronavirus . Responsible Investing .
Article The ESG emperor has clothes

May 27 2020

In times of crisis, human capital and stewardship matter even more.

May 22 2020
Coronavirus . Active Management .
Article The strange irony of Covid-19
May 22 2020

The pandemic is exposing opportunities and the benefits of active management.

June 2 2020
Equity . Active Management .
Article Major retest of March lows in as bears complain stocks are 'detached from reality'
May 20 2020

Company fundamentals far more important now than macro analysis.

June 2 2020
Coronavirus . Equity .
Article What might the post-Covid commercial real estate market look like?
May 19 2020

Much is to be determined, but e-commerce facilities, RV parks and suburbs are well positioned.

May 19 2020
Coronavirus . Fixed Income .
Article How is the pandemic affecting ABS investing?
May 18 2020

Volatility comes and goes, but in the end, it’s about doing your homework.

May 19 2020
Coronavirus . Equity .
Article Bull stumbles to feet as stock picking drives market
May 8 2020

Being in the right stocks starting to matter more than being in stocks.

May 8 2020
Coronavirus . Equity .
Article My pet peeve is people like you ...
May 8 2020

As troubling data pours forth, the pain trade is to the upside.

April 27 2020
Coronavirus . Fixed Income .
Article It helps that we know the unknowns
April 8 2020

We're in somewhat of a holding pattern as we await clarity ... and opportunity