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Power Play: How to Invest Smarter in the Race for Electrification

Though the new US policy focus is on oil and gas, wider opportunities still beckon.

David Wheeler, Erin Bigley, Ian McNaugher, Jayme Lisiewski | 03 March 2025
A square-shaped chip sits on a digital circuit board, emitting a red glow against a bluish matrix.
What Does the DeepSeek Halo Teach Us About Chinese Stocks?

The AI breakthrough spotlights some of China’s distinctive features that deserve closer attention from investors.

John Lin | 28 February 2025
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Early Alert System: One Way AI May Help Improve Investment Outcomes

Natural language processing can give investment managers an early warning about negative ESG news.

Yuyu Fan, Kathleen Dumes, Patrick O'Connell, Evan Follis | 27 February 2025
The still waters of the Potomac River reflect the majestic Jefferson Memorial and Washington Monument.
Multi-Asset Positioning in a Trump 2.0 Policy Regime

With major US policy change unfolding, flexibility across and within asset classes will be critical.

Karen Watkin, Fahd Malik, Edward Williams | 26 February 2025
Two line charts indicating healthcare stock valuations vs. future earnings significantly diverge
Seeking Stocks with Vitality in the Volatile Healthcare Sector

Healthcare stocks are in much better shape than equity investors might think.

Vinay Thapar | 24 February 2025
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Outcome Bonds: Seeing the Wood for the Trees on Greenwashing Risk

Will outcome bonds deliver on their promises? A systematic approach helps investors decide.

Patrick O'Connell, Kathleen Dumes | 24 February 2025
A power pylon is viewed from below, with the crisscrossing metal supports creating a symmetrical pattern against a reddish sky.
Investing for Security in Unstable Times: Energy and Supply Chains

Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.

James MacGregor, Cem Inal, Luke Pryor | 14 February 2025
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Why It May Be Time to Lean Into Securitized Assets

Are bond investors overlooking an attractive opportunity?

Monika Carlson | 12 February 2025
An iron chain is suspended between two cargo vessels, blocking access.
An Early Look at the Implications of Tariffs and a Trade War

After the trade war’s opening salvoes, tensions seem set to last for some time.

Eric Winograd | 04 February 2025
In the Hunt for Income, It’s Wise to Broaden Your Horizons

The evolving high-yield markets make the case for a global, multi-sector approach to generating income.

Gershon Distenfeld, Fahd Malik, Monika Carlson | 03 February 2025
The curved walls of an ancient mud fortress stand on a sloped brick hill against a blue sky punctuated by wisps of cloud.
Why Bother with Defensive Equities During the New Trump Era?

Following a defensive equity playbook can help investors prepare for market volatility in a year of heightened uncertainty.

Kent Hargis | 03 February 2025
 A row of purple flowers stands elegantly in the foreground of a vast lake and mountain landscape.
Finding Growth in US Stocks Beyond the Technology Sector

Technology stocks have been the poster child for growth in recent years. Other sectors deserve a closer look today.

John Fogarty, Adam Yee | 30 January 2025
1Q:2025 Capital Markets Outlook Video
1Q:2025 Capital Markets Outlook Video

In 2025, active investors can find opportunities amidst upcoming policy changes and the evolving macro landscape. With healthy bond yields and potential beyond the dominant leaders of the US equity market, the journey ahead promises to be anything but smooth. However, disruption often paves the way for strategic maneuvering.

Richard Brink | 30 January 2025