Viewpoints about Active Management
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Floating-rate funds: why now?
With interest rates near zero or negative throughout much of the world, why should investors looking for yield turn to floating-rate notes? It turns out they provide meaningful yield and senior credit standing while planting the seeds for protection against eventual inflation and rising rates.
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Target-date funds: strategic and active management
While strategic management primarily dictates the glide-path process behind target-date funds, there are opportunities within market cycles to use active management.
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After the turnaround, where to? How to look at bonds now
While much of the bond-market value resulting from the pandemic-related selloff has been captured, portfolios can still pursue yield and value with solid bottom-up analysis.
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Weighing opportunity when markets spin out of control
As the COVID-19 crisis deepened and market volatility spiked, Sandy Sanders and his team acted fast to reposition portfolios based on their worst-case stock analysis.
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Municipal bond market update: a crisis averted
The Fed’s historic policy backstop and the government’s $2+ trillion fiscal stimulus could go a long way toward shoring up muni market sentiment. And yet caution remains warranted for muni bond investors.
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What are separately managed accounts?
Separately managed accounts recently hit an important milestone: $1 trillion in assets. We take a closer look at this long-established investment vehicle, what's behind the recent surge in popularity, and how they differ from mutual funds and ETFs.
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Behavioral alpha: do groups make better investment decisions than individuals?
In the fourth of a series of articles on how human behavior can affect investment decisions, we examine the interaction of individual biases and group dynamics and how they can lead to 'groupthink'.
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There's still opportunity in U.S. large-cap growth stocks
U.S. large-cap growth stocks continue to present select opportunities across a wide range of sectors, says Wellington Management’s John A. Boselli, CFA.
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Will the uptick in global economic growth be sustained?
Global economic growth has accelerated for the first time in 24 months. What are the implications for equity investors? Gain insight from Wellington Management's John A. Boselli, CFA.
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Behavioral alpha: does more data equal better investment decisions?
Investors have access to unprecedented levels of information, but does all of this data actually improve our ability to make good investment decisions?
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