Since 2009, Average Active Muni Manager Has Beaten passive Muni Ladders in 97% of 2-yr Rolling Periods
On the surface, passive municipal ladders seem like a sensible investment. Simple. Easy. Cheap. But the numbers don’t lie. Soc … Read more
On the surface, passive municipal ladders seem like a sensible investment. Simple. Easy. Cheap. But the numbers don’t lie. Soc … Read more
Populism is here—and it isn’t going away. The ideology can come from either side of the political spectrum, and it … Read more
MSCI has announced that China A-shares will be included in its emerging-market (EM) index next year, as we anticipated. Now, … Read more
Passive investing strategies continue to attract big money. But think carefully before choosing to track a benchmark in emerging markets … Read more
What impact will the US withdrawal from the Paris climate accord have on environmentally focused investing? We think not much. … Read more
The new fiduciary rule from the US Department of Labor (DOL) is set to go into effect on June 9, … Read more
Today’s populism has grown rapidly, but its roots run deep. We expect that the social and economic trends that have … Read more
Emerging equity markets are rich in possibilities for globetrotting investors. But great investments are often where you least expect to … Read more
If investors have ever wondered whether it’s worth ponying up a premium for some municipal bonds, we think the answer … Read more
May’s labor-market report disappointed, with every meaningful indicator lower than expected and down from last month. But we don’t believe … Read more
Political noise emanating from Washington has prompted fresh concerns that a US equity market correction may be looming. But have … Read more
If US companies can be induced to bring their huge piles of foreign cash onshore, will that spur hiring and … Read more
An improving global economy and expectations of tighter monetary policy may trigger volatility in bond markets. How can fixed-income investors … Read more
Volatility is remarkably low today, but it’s not likely to stay that way. Alternatives have the potential to provide diversification … Read more
Bank loans are an easy sale today. If you’re worried about rising rates, you want to be in floating-rate debt. … Read more