Income

Active Management Expands Opportunities in Muni Market

Research-focused management gives investors exposure to the muni market's broad diversity and tax-advantaged performance potential.

Value Investing Today: FAQs and Answers

In this Q&A, Executive Portfolio Manager Phil Davidson and Senior Client Portfolio Manager Mike Rode discuss current issues important to value investors.

Financials Sector in Focus for Value Investment Managers

Investment pros believe financial stocks are good long-term investments despite short-term concerns.

Equity Income Strategy Update

What’s our strategy for finding high-quality overlooked companies? Our Equity Income team shares their insights and expert perspectives.

The Enduring Case for Quality Stocks

The market’s worst days don’t have to be your portfolio’s worst days. Here are some of the benefits of keeping an eye on quality.

The Decumulation Conundrum: Income in Retirement

Participants don’t know how to plan for and spend retirement income. Here’s how the industry is stepping in to address the problem.

Finding Income in a Low-Yield World

Alternatives Portfolio Manager Hitesh Patel explores how his team is finding yield outside of traditional investment markets.

Alternative Income in a Bull Market

Head of Investment Solutions Cleo Chang explains our alternatives team’s active approach in one of the longest bull markets on record.

High Income for a Low Yield Environment

As interest rates edge lower, investors or left looking for new sources of income. Used wisely, we believe high-income bonds may fill that need.

Municipal Bond Valuations: There’s Room to Run

Munis still have a way to go to reach their pre-COVID-19 spread levels, suggesting the asset class may still offer value.

Are Hospital Munis on the Mend?

As many U.S. hospitals strive to regain their financial health in the wake of the COVID-19 pandemic, active municipal bond (muni) investors are finding value in this hard-hit sector.

Avoiding Stock Market Horror Shows

What’s our strategy for finding high-quality, overlooked companies? Executive Portfolio Manager Phil Davidson shares insight with Kiplinger.

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