Thought leadership
Latest Market Updates
Interval Funds
Interval funds is a very interesting space and we’re encouraged by the growth there, with an incre ...
Is It Too Late to Move into Flexible Bonds?
Given where we sit today, there’s less total-return opportunity in the flexible bond strategies we ...
Third Quarter 2021 Attribution Summary
During the third quarter, our tactical asset allocation positions added value in our more conserva ...
Portfolio Update: Changes to Tax-Sensitive Recommendations
We are making changes to our recommended municipal bond allocations. These are not time-sensitive ...
Investing in Chinese Property-Sector Bonds with Loomis Sayles's Matt Eagan
We recently checked in with Loomis Sayles’s Matt Eagan to discuss risks and opportunities in China ...
Research Comments on Evergrande and China's Property Sector
We have followed the events related to Evergrande and China's property sector closely and thus far ...
A Theory of Change
We think the future of sustainable investing will center around engagement efforts and demonstrabl ...
Selected International Fund Fall Review 2021—Selected Funds
As Big Tech has grown in scale and scope, the Chinese government has wanted to tighten its regulat ...
Davis Real Estate Fund Fall Review 2021—Davis Advisors
The most important lesson we have learned over the past two decades is that growth is not fungible ...
Davis Opportunity Fund Fall Review 2021—Davis Advisors
With relatively healthy credit conditions and the important support of both fiscal and monetary st ...