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Fixed Income Insights
The Next Generation of Fixed Income - Tax Loss Harvesting
This piece is approved to use with clients.
Taxes matter to a bond investor’s bottom line. That’s why we’ve brought a digital, high-speed solution to fixed-income active tax management. By continually optimizing separately managed accounts to identify opportunities to harvest losses and by efficiently reinvesting the proceeds in tax-favorable opportunities, automated tax management has the potential to add more than 90 basis points to after-tax returns in some years, according to our in-depth analysis.
Fixed Income Insights
Why the Eurozone Will Not Mirror China’s Post-COVID Recovery
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The eurozone's post-COVID recovery is set to be slower and more painful than China's.
Fixed Income Insights
Fasten Your Seatbelt for More Interest Rate Volatility
This piece is approved to use with clients.
The trends of rising global bond yields and interest rate volatility are likely to continue in fixed income markets.
Leveraging Technology & Data
Tech in Business
98% of advisors say that technology impacts their decision to join a new firm, with 70% saying it ‘significantly impacts’ that choice.
Regulatory Education
Switching hats in a post-regulation best interest world
With the adoption of Regulation Best Interest (Reg BI), the US Securities and Exchange Commission (SEC) is imposing an enhanced standard of conduct on broker-dealers and their associated persons when making recommendations to retail customers.
Regulatory Education
Thought Leadership Report: Enforcement and Litigation Risks
This article provides a high-level overview of how the SEC enforces the federal securities laws and the rules thereunder, and the enforcement and litigation risks presented by the rulemaking package.