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Article
4 min
Income investing in the Warsh Fed era: What investors should consider
How should income investors be positioned for a Warsh-led Fed? Our experts believe it begins by rethinking fundamentals, and being more deliberate and adaptive.
4 min
Article
2027-09-21
Article
8 min
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.
8 min
Article
2027-09-17
Article
4 min
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.
By
4 min
Article
2027-09-03
Video
3 min
Focus, flexibility and resilience:
Three portfolio ideas for 2H 2026
Watch Solutions Director Andrew Sharp Paul share three portfolio ideas for the second half of 2026, with a focus on quality equities, flexible fixed income, and diversifiers that may help build portfolio resilience.
3 min
Video
2027-07-31
Video
3 min
Rapid fire questions with Naveen Venkataramani on Asian quality dividends (Part 1)
Equity Portfolio Manager Naveen Venkataramani shares why recent market movements may not tell the full story of Asia's investment opportunity set, and why quality dividend investing can be a compelling way to navigate the region.
3 min
Video
2027-07-31
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