Insights

    Mar 24, 2017

Going Purely Passive May Raise Litigation Risk Exposure

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In response to the wave of 401(k) fee litigation in recent years, many plan sponsors have concluded that...

    Mar 23, 2017

Capital Structure Seniority with a Side of Lower Volatility

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Late last year, three-month LIBOR surpassed 1%, making LIBOR floors a thing of the past.

    Mar 22, 2017

Trump and Trade: What Are the Risks?

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President Trump has been an unabashed protectionist for decades, so it is no surprise that he has appointed the most hawkish trade team since Smoot-Hawley.

    Mar 22, 2017

Energy Renaissance: Three Signposts to Watch

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Supply concerns took U.S. West Texas Intermediate (WTI) oil prices below $50 a barrel recently, amid nine straight weeks of rising crude stockpiles, before inventories finally...

    Mar 20, 2017

Hesitancy Looms over Financial Markets

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U.S. government bonds have been on a bit of a ride. Late in February, they rallied, and U.S. ten-year treasury yield fell to 2.313%, its lowest close since...

    Mar 16, 2017

Upside Breakout in Treasury Yields

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We’ve had an upside breakout in Treasury yields, and we expect it to continue with a growing economy and Fed rate hikes ahead. Rising interest rates is one of our themes for...

    Mar 16, 2017

Specter of Inflation Should Trigger Look at Commodity Exposure

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Institutional investors have long incorporated commodities in their portfolios as a way to seek...

    Mar 16, 2017

More Fiduciaries, More Litigation Exposure for Plan Sponsors

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Increasingly, retirement plan sponsors are being sued by plan participants...