Insights

2024 Sustainability Report

We are pleased to present our Sustainability Report, showcasing our commitment to both sustainable investing and corporate responsibility and highlighting our ongoing efforts to integrate sustainability into every aspect of our business.

Learn more

Other Insights

COVID-19 and the Evolution of American Capitalism

Corporate Credit Update: COVID-19

Fixed Income

March 17, 2020

The global markets have seen a quick reversal of fortune with the combination of the spread of COVID-19 and energy price declines. Measures to contain the spread of the virus have resulted in widespread disruption to business as usual.

Learn more Corporate Credit Update: COVID-19

Municipal Market Volatility and Liquidity Amid COVID-19

Fixed Income

March 16, 2020

A comparison with the financial crisis of 2008.

Learn more Municipal Market Volatility and Liquidity Amid COVID-19

Caroline Grandoit

Global Head of Total Portfolio Solutions

Robert Petty

Executive Director and Chief Executive Officer, Fiera Asia

Caroline Grandoit

Global Head of Total Portfolio Solutions

Robert Petty

Executive Director and Chief Executive Officer, Fiera Asia

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Dominic Bokor-Ingram

Senior Portfolio Manager

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Dominic Bokor-Ingram

Senior Portfolio Manager

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Dominic Bokor-Ingram

Senior Portfolio Manager

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Kenneth M. Potts

Senior Vice President, Portfolio Manager

Dexter J. Torres

Senior Vice President, Portfolio Manager, Head of Trading

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Reese K. Trucks

Vice President, Credit Research

Josefa Palma

Investment Counselor, Private Wealth

Carolyn N. Dolan

Executive Vice President, Head of US Private Wealth

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Dexter J. Torres

Senior Vice President, Portfolio Manager, Head of Trading

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Kenneth M. Potts

Senior Vice President, Portfolio Manager

Dexter J. Torres

Senior Vice President, Portfolio Manager, Head of Trading

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Kenneth M. Potts

Senior Vice President, Portfolio Manager

Dexter J. Torres

Senior Vice President, Portfolio Manager, Head of Trading

Municipal Market Volatility and Liquidity Amid COVID-19

Fixed Income

March 12, 2020

We discuss the significant illiquidity in the Municipal Bond Market.

Learn more Municipal Market Volatility and Liquidity Amid COVID-19

Caroline Grandoit

Global Head of Total Portfolio Solutions

Robert Petty

Executive Director and Chief Executive Officer, Fiera Asia

Caroline Grandoit

Global Head of Total Portfolio Solutions

Robert Petty

Executive Director and Chief Executive Officer, Fiera Asia

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Dominic Bokor-Ingram

Senior Portfolio Manager

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Dominic Bokor-Ingram

Senior Portfolio Manager

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Dominic Bokor-Ingram

Senior Portfolio Manager

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Kenneth M. Potts

Senior Vice President, Portfolio Manager

Dexter J. Torres

Senior Vice President, Portfolio Manager, Head of Trading

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Reese K. Trucks

Vice President, Credit Research

Josefa Palma

Investment Counselor, Private Wealth

Carolyn N. Dolan

Executive Vice President, Head of US Private Wealth

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Dexter J. Torres

Senior Vice President, Portfolio Manager, Head of Trading

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Kenneth M. Potts

Senior Vice President, Portfolio Manager

Dexter J. Torres

Senior Vice President, Portfolio Manager, Head of Trading

Coronavirus and Municipal Bond Sectors

Fixed Income

March 5, 2020

With an increase of new cases of coronavirus (COVID-19) in the US and community spread more likely throughout the country, there could be a slowdown in economic activity of businesses and individuals…

Learn more Coronavirus and Municipal Bond Sectors

Caroline Grandoit

Global Head of Total Portfolio Solutions

Robert Petty

Executive Director and Chief Executive Officer, Fiera Asia

Caroline Grandoit

Global Head of Total Portfolio Solutions

Robert Petty

Executive Director and Chief Executive Officer, Fiera Asia

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Dominic Bokor-Ingram

Senior Portfolio Manager

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Dominic Bokor-Ingram

Senior Portfolio Manager

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Dominic Bokor-Ingram

Senior Portfolio Manager

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Kenneth M. Potts

Senior Vice President, Portfolio Manager

Dexter J. Torres

Senior Vice President, Portfolio Manager, Head of Trading

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Reese K. Trucks

Vice President, Credit Research

Josefa Palma

Investment Counselor, Private Wealth

Carolyn N. Dolan

Executive Vice President, Head of US Private Wealth

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Dexter J. Torres

Senior Vice President, Portfolio Manager, Head of Trading

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

An Update on our Treasury Crossover

Fixed Income

March 5, 2020

Uncertainty surrounding COVID-19 has led to market volatility and a flight to quality, greatly benefiting the Treasury crossover trade in our Tax Efficient strategies…

Learn more An Update on our Treasury Crossover

Caroline Grandoit

Global Head of Total Portfolio Solutions

Robert Petty

Executive Director and Chief Executive Officer, Fiera Asia

Caroline Grandoit

Global Head of Total Portfolio Solutions

Robert Petty

Executive Director and Chief Executive Officer, Fiera Asia

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Dominic Bokor-Ingram

Senior Portfolio Manager

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Dominic Bokor-Ingram

Senior Portfolio Manager

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Dominic Bokor-Ingram

Senior Portfolio Manager

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Kenneth M. Potts

Senior Vice President, Portfolio Manager

Dexter J. Torres

Senior Vice President, Portfolio Manager, Head of Trading

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Reese K. Trucks

Vice President, Credit Research

Josefa Palma

Investment Counselor, Private Wealth

Carolyn N. Dolan

Executive Vice President, Head of US Private Wealth

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Brian P. Meaney

Senior Vice President, Taxable Bond Strategist

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Dexter J. Torres

Senior Vice President, Portfolio Manager, Head of Trading

Strategy Commentaries

Strategy Commentary

Please note that strategy commentaries can now be found on their respective strategy pages under Documents.

Equity strategies
Fixed Income strategies