Latest Insights
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The Edge of the Map
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The Specter of Funding Stress
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Stuck in the Middle
Tariff Risk Is Manageable for US Pharma
Investment Strategies
Core Bond Strategies
Prepare for Fed easing and market volatility with an actively managed, high-quality fixed income portfolio. Core bond strategies invest in a broad range of investment grade fixed income securities, aiming to provide steady income and capital preservation.
Short Term Solutions
With interest rates elevated and the Fed on pause, short-term investments can offer attractive yields with lower risk. These strategies can help short-term investors maximize yield and return opportunities above what money market funds can provide.
Income Focused Strategies
For income-focused investors, generating income requires a diversified approach that balances yield with risk. These strategies tap into high-yield bonds, dividend-paying equities, REITs, and emerging market debt — leveraging Core Plus and Multi-Asset Income frameworks to enhance returns while managing duration.
Liability-Driven Investing (LDI)
Liability oriented investors have benefited from higher discount rates and strong equity markets, providing an opportunity to immunize funding health. LDI aligns portfolio assets with future liabilities by matching duration and cash flows, helping institutions like pension funds and insurers minimize funding risk.
Tax-Efficient Investing
Keep more earnings by investing with taxes in mind. Our Municipal Bond Strategies, which can be structured as total return or laddered strategies, can help taxable investors reduce their tax burden and enhance after-tax returns.
Faith-Based Investing
Help clients align their investments with their values through strategies that reflect their faith and ethical principles. Faith-based investing evaluates companies based on religious and ethical criteria, focusing on those that uphold values, such as stewardship, integrity, and social responsibility.
Each strategy is carefully designed to meet specific investment objectives and risk profiles. Our team works closely with clients to determine the most suitable approach for their unique needs.
Learn More About Our Strategies