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.

The yield curve flipped in anticipation of rate cuts, but that doesn’t mean a recession is imminent. To the contrary, we’re excited about opportunities tied to higher-income consumers and consumer staples, among others. 

With many corporate pension plans now overfunded, sponsors are exploring ways to monetize those excess assets.

AI’s data boom means sunny days for energy transition investors.

An active core fixed income model can help insurers manage changing business conditions when unexpected macro volatility hits.

Diversification, downside mitigation, and deal flow are EMMC’s advantages. Here are examples of those deals.

Although most pension plans are now over 100% funded, many still carry elevated allocations to equities. De-risking isn't just beneficial, it’s mission critical