Commentary

Concentrated Stock Positions: High Rewards, Higher Risks – What to Know Before Betting Big on One Stock

The recent dominance of the “Magnificent 7” technology names may help fuel the common belief that a single stock portfolio is the best way to deliver extraordinary returns.

Commentary

February 2025 Active Management Insights: Increased Global Opportunities in Small Caps

Managers see mixed opportunities in emerging markets and a broadening opportunity set for small caps across global markets.

Commentary

Quarterly Trading Report – Q4 2024: Volatility returns

The fourth quarter was particularly volatile in fixed income markets, with U.S. government bond yields surging on worries over the rising fiscal deficit and the potential for inflation to reaccelerate.

Commentary

Insights From our Q4 2024 Economic and Market Review

You’ve likely heard the saying “when the going gets tough, the tough get going.” A similar principle can apply to investing: “when the going gets tough, stay in the market.”

Commentary

Q4 2024 Active Management Review: Strength in Financials and Tech

During a rocky fourth quarter, strength in the financials sector was a unifying theme across global markets.

Commentary

Why Non-Profit Investors Should Think Twice Before De-Risking

High expected fixed income returns imply many non-profit investors could de-risk while still expecting to achieve their stated return objective.

Commentary

Futures, ETFs, or Physicals: How to Choose the Right Implementation Instrument

In mid-2023, the estimated costs to roll S&P 500 futures on a quarterly cycle was roughly 0.40%, or 40 basis points (bps) annualized—a fairly justifiable expense for most investors considering the benefits of the instrument.

Commentary

Top 5 Issues Institutional Investors Should Be Thinking About in 2025

While every new year arrives with its own unique set of opportunities and challenges for institutional investors, we believe 2025 could offer more than the typical share.

Commentary

Direct Indexing: An Easy Way to Tax-Loss Harvest All Year Round

There are a few things it makes sense to get a start on when a new year begins. One is tax-loss harvesting.

Commentary

A Deep Dive on the Recent Spike in U.S. Treasury Yields

U.S. Treasury yields have increased notably since September, particularly at the long end of the curve, with the 10-year yield up over 100 basis points from its recent lows. We unpack the drivers behind this big move in rates and our outlook for bonds going forward.

Commentary

Why More Asset Managers Are Outsourcing or Co-sourcing Trading

Outsourced trading is a growing trend among asset managers, with recent headlines illustrating how firms are reassessing their approach to how trading fits in their broader strategic plans.

Commentary

Tax Planning in 2025: Five Key Topics to Discuss With Your Clients Now

The calendar page has turned, and that means we have the opportunity to get 2025 off to a good start.

Commentary

Health Check: How Is the Global Economy Holding Up?

On the inaugural edition of Market Week in Review for 2025, Senior Director and Chief Investment Strategist for North America, Paul Eitelman, discussed Canadian Prime Minister Justin Trudeau’s resignation as well as the latest batch of U.S. and global economic data.

Commentary

Our Top 10 Favorite Articles of 2024

From start to finish, 2024 was a year of change, with a multitude of implications for investors.

Commentary

Key Takeaways From the Latest Round of Central Bank Meetings

On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin discussed U.S. equity-market strength as well as recent rate decisions from key central banks.