Erin Orekhov, Head of Client Portfolio Management, and Eric Stein, Chief Investment Officer, discuss the nomination of Kevin Warsh as the next Fed Chair, exploring his potential impact on monetary policy, market reactions, and the challenges he may face in his new role. They delve into Warsh's background, his views on Fed independence, and the implications for interest rates and the economy.

Eric Stein and Erin Orekhov discuss the weekend's developments involving Venezuela and what they might mean for investors.

The start of a new year is a natural time to reassess your DC plan’s effectiveness. But rather than chasing the latest trends, the most impactful improvements often come from building on what already works.

As the government freeze stalls new issues, pent-up demand may spark a flurry of activity once the IPO market reopens.

Budget impasses can disrupt certain government services, but they’ve historically had little lasting impact on stock prices.

The budget bill’s early sunset of clean energy investment tax credits will likely fuel a near-term spike in renewable energy infrastructure deal flow.

We are closely monitoring developments, but our base case is a minimal economic impact, especially with the Fed able to support growth with rate cuts.

Decoding the decumulation phase requires a range of products and solutions to support participants who are approaching, entering and in retirement.

Following last week’s turbulent equity market and the surprising sell off in bonds, we gathered our thoughts on the markets and what we’re watching closely.

With U.S. high yield markets starting from solid ground, our approach to managing trade risk is to limit unnecessary exposure to affected industries.