Institutional

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2268937480
Article
8 min
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Oil is the spark — the cost of capital is the story

Higher oil prices are refocusing markets on inflation and the Fed, but the bigger investment story may be a broader shift toward a higher cost of capital and new diversification challenges.

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8 min
Article
2027-09-17
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Top of Mind
Article
16 min
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Top of Mind: Challenging false investment dichotomies

Multi-Asset Strategist Adam Berger takes on three familiar investment debates where rigid “either/or” thinking may not serve investors well: active vs passive, US vs non-US, and public vs private.

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16 min
Article
2027-09-09
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
reshaping investment outcomes
Article
5 min
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Follow the money: 3 ways wealth is reshaping economic and investment outcomes

We explore how macroeconomic, demographic, and sector-specific trends are reshaping commercial real estate, and why selectivity by sector, asset, quality, and capital structure may matter more than broad asset-class exposure.

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5 min
Article
2027-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1397047877
Article
4 min
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How AI is impacting the high yield market

Fixed Income Portfolio Manager Blake Huynh examines how AI is reshaping the high-yield market using the latest issuance data. He explores what this transformation may mean for investors.

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4 min
Article
2027-09-03
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.