US Housing Rebound Puts Spotlight on Real Estate
With a US housing recovery in full swing, this may be a good time for investors to consider securities backed by residential real estate. We think they’re an attractive way to diversify exposure to...
View ArticleGet Smart About Giving
With the year-end drawing near, many US taxpayers are starting to think about how much to give to tax-deductible causes. But too often, even financially sophisticated people miss a simple way to boost...
View ArticleTinkering with the Core Bond Recipe
This is the time of year when, in almost every American household, the tinkerer in the family eyes the recipe box. Certain venerable traditions will make it to the Thanksgiving table intact. A cousin...
View ArticleThe Right Fit: Global Bonds and DC Plans
At a time when US defined contribution plans are seeking to control risk and enhance returns, hedged global bonds can improve outcomes for participants and sponsors. But how do plans incorporate global...
View ArticleLessons Learned in 2014
In 2014, US stocks forged ahead, international developed and emerging-market stocks lagged, bonds did better than expected, and the IRS took a bigger bite. Here are some lessons for US investors to...
View ArticleDivergent Interest Rates: A Golden Opportunity
US interest rates look set to rise in 2015, and that’s unsettling for some fixed-income investors. But here’s the good news: US bonds aren’t the only game in town. Different growth rates, interest-rate...
View ArticleThis Deal Won’t Last: Give to Charity Now!
Philanthropic US taxpayers should greet the Tax Increase Prevention Act of 2014 with holiday cheer. The law extends several expired tax provisions for 2014 only—including qualified charitable IRA...
View ArticleObama’s Proposed Tax Hikes: Just an Opening Bid
Over the holiday weekend and in last night’s State of the Union address, President Obama unveiled several ideas he believes will strengthen the country’s workforce, education and infrastructure. He...
View ArticleStates Feel Impact of Oil Price Collapse
Crude oil prices have fallen sharply since last summer, a bright spot for American consumers. Major oil-producing states aren’t as happy, because the loss in tax revenue is impacting budgets and...
View ArticleFor Canadian Pension Funds, It’s Time to Go Global
Pension funds in Canada have long relied on a simple fixed-income strategy: buy Canadian. And for a long time, this worked wonders. But times are changing, and our research suggests that swapping a...
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