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Fixed Income Insights
Fixed income outlook: The case for high-quality ABS
Quick takes on capital markets
Regulatory Education
William Blair CE Credits - Gain Actionable Insights Today
To learn is to be empowered. We’re excited to offer continuing education (CE)-accredited courses to enhance your knowledge and perspective. Watch our on-demand courses and start earning credit today.
Fixed Income Insights
Return of the Bond Market: Better Income Opportunities?
This piece is approved to use with clients.
Most investors incorporate bonds into a portfolio to provide diversification. Unfortunately, a smoother return path has not held true in recent years. But now the market has recalibrated, and yields have reset higher. Higher yields mean higher future returns. And for the first time in a while, you can make the argument that bonds provide true competition to stocks.
Behavioral Finance
Direct Indexing and the IKEA Effect
This piece is approved to use with clients.
The “IKEA effect” describes a cognitive bias that happens when people put in some form of labor to complete a project or finish a creation. Direct indexing won’t solve the behavior gap, but it has the potential to create better investor behaviors by allowing investors to play a larger role in the portfolio-building process.
Behavioral Finance
Market Perspective: There are No Rewards Without Risk
This piece is approved to use with clients.
2022 reminded investors of the risk from investing, but none of this makes losses palatable. As the old axiom goes, “there are no rewards without risk.” Here's perspective from Marta Norton, CIO, Americas, Morningstar Investment Management LLC.
Behavioral Finance
Understanding the Motivations for Personalized Sustainable Investing
Curated content for RIAs.
Approaches that promote a more sustainable society and economy align to a given client’s personal view—and it’s important for an advisor to understand each client’s objectives and preferences.