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Chief Investment Officer, Shannon Saccocia, sits down with Ryan McQuilkin, Head of Fixed Income, and Nancy Perez, Senior Manager to discuss: (1) the outlook for 2020 since 2019 was a banner year for a balanced portfolio; (2) how the impending U.S. presidential election might impact consumer optimism; and (3) which sectors they are watching.

The financial services sector was cited as one of the top industries likely to experience increase in deal activity in 2020, according to BDO’s US Private Capital Outlook. We take a deeper look at the trend in this episode of the Private Equity PErspectives Podcast. Todd Kinney speaks with Peter Nesvold, Chief Operating Officer, Financia...

While investing isn't the same as war, Sun Tzu's advice on preparation is still applicable. In looking ahead and preparing for what can happen, a set of key themes and investment implications emerge around fractured politics in 2020, trade war and the unloved expansion, and efficacy of monetary policy and negative yields.

More than a decade ago, central banks embarked on a highly unconventional monetary policy path—generally referred to as "quantitative easing." This made possible the longest recorded U.S. economic upswing in history. But can this monetary "magic" continue to work? It is up for debate and is the premise of this year's s...

For investors, it's helpful to consider the forces that could impact the markets. Taking some time at the beginning of the year to pause, reflect on the past, and consider carefully how it informs you about the future is a valuable exercise. It allows you to thoughtfully consider the environment you are entering and explore some of the opportun...

The U.S. equity income market could be in for a wild ride in 2020. Learn how exposure diversification may help your portfolio weather the coming storm.

One of the biggest challenges corporate and municipal bond investors face when it comes to portfolio performance is interest rate fluctuation. Changing interest rates can increase risk and decrease investment value. Incorporating a separately managed account made up of evenly weighted bonds into an investment strategy may help reduce risk and make ...

Positive screens include good companies, and negative ones exclude bad companies, right? Discover why they’re really just two sides of the same coin.

Direct indexing is gaining in popularity among investors. Is it poised to disrupt the ETF industry? Bloomberg turned to the veteran industry leaders to find out. Parametric’s CEO, Brian Langstraat, joined the Trillions podcast to discuss the origins of direct indexing, how it works, which investors it makes sense for, the benefits it can conf...

Hedging may seem like a safe bet, but does it pose a risk for investors? Learn why it’s important to approach equity hedging with caution in a volatile market.

Is there a better way for investors to donate to charity? Learn how to maximize a portfolio’s tax benefits—and increase the size of the gift—through charitable giving.

Many states are imposing a millionaire’s tax with huge implications for top earners. Explore how aggressive tax-loss harvesting can soften the blow.

Now that passive index investing has overtaken active management, learn why this might not be as scary for the industry as it may seem.

Americans frequently view economic conditions through a political lens. However, markets are driven by fundamentals over long periods of time, not politicians. Investors should be cautious about letting their political biases impact their investment decisions. Modifying investment portfolios based on political views can be hazardous to returns.

There is a risk, in a time of prolonged economic uncertainty, that you become blinded to the pitfalls ahead. U.S./China trade tensions have now been ramping up for over a year, and other geopolitical tensions for even longer (Brexit for over three). But while we have suffered bouts of volatility, markets have not fallen into a more prolonged period...