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Markets & Economy » Fed Raises Rates: Implications for Fixed Income Investors
December 23, 2016 | Investment Management
The Federal Open Market Committee (FOMC) unanimously decided to increase the federal funds target rate by 25 basis points last week, moving the target range from 0.25–0.50% to 0.50–0.75%. This is the second rate hike in over a decade; the federal funds target rate was last raised in December 2015, …
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Endowments & Foundations » How Portfolio Modeling Tools Can Help Manage Risk
November 15, 2016 | Investment Management
Uncertainty – or what some might refer to as “risk” – is a core consideration in endowment and foundation portfolios. Common risks might include whether a portfolio will be able to grow its capital quickly enough to meet future needs, or preserve its capital diligently enough to safeguard its …
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Endowments & FoundationsLibrary » Product Spotlight: Pro-Blend® Conservative Term
September 26, 2016 | Investment Management
Portfolio Strategist, Darin Leone, discusses our Pro-Blend® Conservative Term Series.
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Financial AdvisorsLibrary » Product Spotlight: Pro-Blend® Maximum Term
September 26, 2016 | Investment Management
Portfolio Strategist, Darin Leone, discusses our Pro-Blend® Maximum Term Series.
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Financial AdvisorsEndowments & Foundations » Endowment & Foundation FAQs: The Hidden Risks of Fixed Income
April 26, 2016 | Investment Management
Many Endowments & Foundations have questions on how to navigate the risks in today’s fixed income environment so they can stay on track towards their long-term goals. Here, we share our perspective on the current risks and how they can be managed. Why should Endowment & Foundation investors be …
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Endowments & FoundationsLibrary » Product Spotlight: Unconstrained Bond Series
April 15, 2016 | Investment Management
Managing Director of Fixed Income, Marc Bushallow, discusses our Unconstrained Bond Series.
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All AudiencesEndowments & Foundations » Webinar: The Hidden Risks of Fixed Income for Endowments & Foundations
April 05, 2016 | Investment Management
In order to stay on track towards their long-term goals, it's important for Endowments & Foundations to navigate the risks that exist in today's fixed income environment. We discuss these risks and how we can manage them through an active approach.
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Endowments & FoundationsMarkets & Economy » Addressing Long-Term Goals During Short-Term Volatility
January 26, 2016 | Investment Management
Assumptions about future returns are made every day by a wide variety of investors. These assumptions are often based on annualized returns that can mask tremendous amounts of performance variation. For instance, a simple blended portfolio consisting of 55% U.S. Large Cap stocks and 45% …
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All AudiencesMarkets & Economy » Inflation is Not Dead: What to Expect in 2016
January 11, 2016 | Investment Management
Years of disinflation coupled with very low market expectations for future inflation have lulled many investors into a false sense of security that inflation can’t happen in the U.S. Indeed, deflationary forces have recently been keeping a lid on inflation, including: A strong USD, which …
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All AudiencesMarkets & Economy » The Great Rate Hike
September 11, 2015 | Investment Management
Recent headlines suggest that bond investors are bracing for heightened volatility in fixed income markets, with pundits citing an eventual Fed rate hike as the catalyst that could give rise to further market gyrations. As the Fed moves toward policy normalization, investors are concerned that …
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