Thought leadership

Our active model portfolios, except for Equity, outperformed their benchmarks in the first quarter ...

Mutual Funds/ETFs, Performance & Analytics

We are raising our estimated return range for U.S. stocks. However, they remain relatively less at ...

U.S. Stocks, U.S. Economy, Monetary Policy, Fiscal Stimulus, Inflation, Interest Rates, Technology

We look back on the last 10 years and consider what to expect as investors over the next 10.

International Stocks, Growth vs. Value, Global Economy, Redistributable Pieces, Active vs. Passive, Inflation, Interest Rates, U.S. Dollar

We are selling AMG Managers Pictet International due to a manager change.

APCTX, Developed Int'l Stock Funds

We recently reevaluated the available ETF products and revised our preferred choices across asset ...

Mutual Funds/ETFs

You will want to share your thinking with your clients on sustainable investing. A good place to s ...

SRI/ESG

Based on data compiled from Morningstar, we’ve grouped or ranked the funds we own in model portfol ...

Tax Management, Mutual Funds/ETFs

Portfolio managers, including Chris Smith, Lewis Kaufman and Rezo Kanovich, discuss their team's i ...

Artisan Partners

Given the weight of the evidence, we are pro-rata underweight to both larger-cap U.S. and smaller- ...

Large vs. Small, Small-Cap

We remain confident in the investment team and remain confident that the fund will outperform the ...

BBLIX, Larger-Cap U.S. Blend Funds

We remain confident in the portfolio managers’ and the fund’s ability to meet their mandates over ...

Flexible Bond Funds, FPNIX

For our bank holdings that possess sizeable investment banking businesses, the surge in trading an ...

Davis Advisors