For over a quarter century, a well-known investment mantra – “Don’t Fight the Fed” – has advised investors to align their strategies with the prevailing monetary policy of the U.S. Federal Reserve
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
As organizations navigate the rapidly evolving landscape of artificial intelligence (AI), recent research from Counterpoint Global highlights pivotal strategies for identifying long-term winners and maximizing profitability.
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
We enter 2026 with a constructive view on the liquid floating-rate loan market, thanks to a favorable combination of policy tailwinds and market dynamics.
The following views and perspectives are formed by the work of the Applied Equity Team in managing assets for investors.
The municipal bond market has a lot going for it in 2026, with after-tax yields that look especially compelling compared with other fixed-income sectors. Craig R. Brandon, Co-Head of Municipals, explains.
November appeared uneventful on the surface, but beneath the calm, global government bond markets were quietly recalibrating. Across the G7, yields moved sideways as investors absorbed familiar late-cycle signals, incremental data, and routine political noise.
In The BEAT 2026 Outlook we highlighted key themes that we see across the global investment landscape.
