The classic signs of an ending business cycle aren’t here yet – and risk assets may thrive in 2018.
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While market-cap weighted strategies are popular, we believe their reputation doesn’t match reality.
Emerging markets and Europe offer attractive valuations and growth potential.
How Smart Beta leverages the benefits of both active and passive investing.
We think the market’s highs have little to do with potential tax cuts.
We believe income opportunities for investors may exist beyond the United States’ borders.
Adding senior loans to fixed-income portfolios may produce higher yields with lower volatility.
We feel investors can build diverse portfolios to target yield—even in a low-yield world.
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