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Investor anxiety is shifting from the impact of COVID-19 to the changes that may come with the removal of stimulus measures. Investors can make the transition to a new market cycle by managing their risks. Three examples, including taking advantage of dislocations, are provided to help investors prepare their portfolios.

It’s understandable that investors have questions and concerns about ESG investing in the fixed income markets. However, investors can align their values with their fixed income portfolios without sacrificing financial performance or deepening long-term risks.

Going from rising stars to fallen angels, a record number of corporate bonds were downgraded to high-yield status in 2020. Against a backdrop of economic expansion and the credit markets entering a multiyear upgrade cycle, see how a turnaround can happen for corporate bond investors.

With an ever-growing number of investors looking to incorporate their environmental, social, and governance (ESG) principles into their portfolios, responsible investing is no longer a niche investment approach—it’s mainstream. By understanding the choices available, investors can meet two interrelated primary objectives for their ...

The reopening economy hasn’t come without drawbacks—but compared with last year’s headaches, bond investors can expect a much less dramatic second half of 2021.

Never have there been such interest in all things ESG. The pandemic hit a reset button and prompted people to focus on what they see as most important, especially climate change and diversity and inclusion. With this shift in mindset, the momentum demanding real action is gaining strength. But before real action can be witnessed, companies need to ...

From the tax-aware to the tax-focused investment manager, it is clear that there is no one-size-fits-all solution to most investors’ circumstances. But after decluttering and tidying the tax tactics, the essential aspects that can add value quickly becomes clear.

It’s common for investors to find themselves holding a concentrated single-stock exposure. But holding onto it is risky and may put your long-term financial goals in jeopardy. Investors can reduce the risk by implementing a staged diversification plan in tandem with a separately managed account.

Investors may prefer speed, but in a market as inefficient as the municipal bond market, it may not be in their best interests to rush the investment process. Data indicates that the cost of a reasonably investment period is low and that the benefit of waiting for attractive new issues is real. Even in the fast-paced world of investing, slow and st...

If you’re not sure what direct indexing means, you’re not alone. While the name may be new, the strategy isn’t. Get a quick primer on how this method of investing works, what its advantages are, and which types of investors may see the greatest benefit.

Just as online shopping gives consumers access to the best Black Friday deals without the need to awaken before dawn, systematic tax-loss harvesting enables investors to realize the best opportunities to harvest losses throughout the year without concern that thin, end-of-year markets will impact a portfolio’s yield and risk profile. While th...

Responsible investing has taken the investment field by a storm and become mainstream. Looking ahead, investors continue to be particularly interested in two predominant ESG themes that have been main points of focus for the past several years: the climate and diversity.

Investors may not be able to control the markets—but they can control their risks, values, and taxes. Find out how the rise of direct indexing makes it possible.

As investing has grown increasingly personalized, separately managed accounts (SMA) have become a trusted vehicle for customized solutions to meet a client’s unique objectives. Up to now, when looking for personalized fixed-income solutions, advisors have considered key factors such as income needs, liquidity requirements, investment horizon,...

This year has made it abundantly clear that investing in China carries risk. How will recent regulatory shifts in China affect investment strategy? A diversified approach is the key to spread out exposure.