Whether M&A or IPO activity is slowing or thriving, a strategy focused on secondary private equity may provide more stable cash flows.

How can community banks remain competitive and avoid consolidation? One solution is to add variable-rate senior secured commercial and industrial loans to their portfolios.

Our proven strategy can help diversify a fixed income allocation—providing a complement or alternative to full-market high yield and core bonds.

Short-Duration High Income Bonds as a Defensive Building Block: Portfolio Manager Jim Dudnick discusses where and when to consider short-duration high yield.

Most of small cap revenues come from within the United States, making them less vulnerable to trade wars.

While high starting yields should provide a buffer against potential volatility, credit selection will be critical as dispersion within and across sectors increases.

The cash balance plan is the fastest-growing plan design in the country, but they can be tricky for sponsors to hedge.

Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies that best use their dry powder.

Credit spread tightening and U.S. pension plans: options for yield enhancement.

After a bumpy start, 2024 emerged as a year of resilience for fixed income markets, with strong returns and a promising outlook for U.S. corporate bonds.