Insights

Experienced active managers can capitalize on opportunities that fall outside their benchmarks and can manage unwanted concentrations. This has historically resulted in relatively high success rates in generating alpha.

An unexpected shock in the banking sector has stress-tested the economy and policymakers. Both initially passed. But the impact on lending and credit conditions remains unclear and increases the likelihood of a mistake by the Fed going forward.

Passive investing has become popular with defined contribution plans due to its low costs and ease of use.

Private equity has become an increasingly viable option for many individual investors seeking to diversify their portfolios and mitigate volatility. In this video, you'll learn more about why your clients should consider this asset class.

1Q23 was marred by significant volatility in the banking sector...

Big data — no longer the exclusive domain of Silicon Valley — is reshaping traditional industries and creating opportunities for investors, even in surprising places like manufacturing and agriculture.

Political brinksmanship over the debt limit is poised to push the Treasury to the edge. If 2011 is a guide, T-bill discounts could get wider into June, potentially causing ripple effects across markets.

Weak global growth for the year ahead appears almost certain. The outlook for capital markets is anything but.

Funding ratios rose again in 2022, putting plan sponsors in another surprisingly strong position. But with critical decisions looming, de-risking and diversification are paramount.

Consumer companies that are adept at turning mountains of customer data into actionable intelligence are boosting sales and gaining market share, creating opportunities for investors.